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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-17 |
| TX | RA | APPROVED | 2008-11-10 |
Branch Locations
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Plano | TX | 11/2008 | Present |
1) JONATHAN'S PLACE / 6065 DUCK CREEK DRIVE GARLAND,TEXAS 75043 / MEMBER OF BOARD OF DIRECTORS / BOARD MEMBER ATTEND 7 MEETINGS A YEAR, GOING TO BE ON COMMITTEE FOR THE GOLF EVENT IN THE FALL / START DATE 7/1/2015/ABOUT ONE TO TWO HOURS A MONTH FOR MEETINGS. /// 2) The Episcopal School of Dallas; 4100 Merrell Road, Dallas, Texas 75229; Educational Establishment; Education; Joining the Board of Directors in July 2024; Member of Board of directors; Serve on the Board of Directors serving on the Building and Grounds committee and the finance committee as well as acting in a governance role for the school's executive leadership team working on strategy and advancement of the school's mission; Start date: 7/1/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-20 |
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