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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-09-28 |
| NC | RA | APPROVED | 2010-06-23 |
Branch Locations
6100 Fairview Road 9Th Floor, Charlotte, NC 28211 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Charlotte | NC | 06/2010 | Present |
1) Name of Business: Park Terrace Towns Owners Association, Inc./ Address: 4525 Park Rd, Ste 103B Charlotte United States 28209./ Investment Related: No./ Nature: This is the Homeowners Association for the 16 townhome community I where I live./ Role: Member of Board of directors./ Duty: I will help the board review townhome maintenance, such as landscaping contracts, gutter cleaning and other miscellaneous upkeep items./ Start Date: 10/2/2023./ Time Required: N/A. 2) Financial Planning AssociationThe Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER? professionals and those engaged in the financial planning process. FPA is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking, Member of Board of directors, "Oversee the Organization's Financial Administration, Review and Enforce Financial Policies and Procedures., Generate Financial Reports, Create a Budget. Advise the Board on Financial Strategy and Fundraising, start date-1/1/2023, Charlotte NCUnited States-28210
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-01 |
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