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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-02 |
| TX | RA | APPROVED_RES | 2020-01-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 07/2011 | Present |
1) Approved to be Trustee of a non-familial trust. Responsibilities are that of a typical trustee - approve disbursements, ensure taxes are filed, etc." 2) R.F. 2021 Irrevocable Trust, This is a trust FBO of B and A.F. , MAUnited States-01810, "Typical responsibilities of a trust - Approve disbursements, ensure tax return is filed by CPA, etc, Since trust will be funded with private shares of a company current responsibilities will be limited, start date-8/6/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-09 |
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