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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-16 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
Dedham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Boston | MA | 10/2013 | Present |
1) KNIT COLLAGE LLC / 791 TREMONT ST. W501 BOSTON,MA 02118 / SOLE PROPRIETORSHIP/ RETAILERS / DESIGNS AND MANUFACTURES YARN AND KNITWEAR ACCESSORIES / ADVISER TO MY WIFE'S BUSINESS / GENERAL BUSINESS ADVICE / START DATE 6/1/2013 2) BRAZOS GLOBAL LLC / 791 TREMONT ST. W501 BOSTON,MA 02118 / OTHER SOLE MEMBER LLC / PERSONAL TAX ENTITY / SOLE MEMBER LLC / START DATE 11/9/2011 2) Dedham Country Day School/Investment related?:no / Dedham, MA, US/Educational Establishment/I was asked to be on the investment committee for the school's endowment. The advisor is Vanguard and our role is to monitor and accept/ reject recommendations./ start date: 1/19/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-08 |
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