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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-05 |
| NC | RA | APPROVED | 2009-04-28 |
Branch Locations
6100 Fairview Road 9Th Floor, Charlotte, NC 28211 • United States
3016 Champaign St, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Charlotte | NC | 04/2009 | Present |
1. R.C. G L. 2020 Irrevocable Trust, This is a SLAT (SPOUSAL LIFETIME ACCESS TRUST), I will be performing co-trustee duties of this SLAT. Additionally, I'm the guardian for my sister's children in the event something happens to her and my brother in law, start date-12/16/2020, ChattanoogaTNUnited States-37415.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-23 |
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