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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-20 |
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED_RES | 2012-03-29 |
Branch Locations
299 Park Avenue 8Th,9Th And 11Th Floor, New York, NY 10171 • United States
Pequannock, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 10/2006 | Present |
1)BNI545 COLLEGE COMMERCE WAY UPLAND, CA 91786 CHAPTER 22 AT OPIA IN NYC. NETWORKING/REFERRALS. I AM THE SECRETARY OF THE CHAPTER, KEEPING TRACK OF ATTENDACNE FOR ROOM FEES AND ACTING AS LIASON B/W CHAPTER AND RESTAURANT. 12 HOURS PER MONTH. 2)BNI545 COLLEGE COMMERCE WAYUPLAND, CA 91786 /NETWORKING/REFERRALS/COMMUNITY INVOLVEMENT. I AM CURRENTLY THE SECRETARY OF THE CHAPTER, WHICH WAS APPROVED 1/08. / OTHER / PRESIDENT / START DATE - 04/07/2009 / 12 HRS PER MONTH. 3)NATIONAL ASSOCIATION OF WOMEN BUSINESS OWNERSNAWBO-NYC171 MADISON AVENUE, SUITE 1308NEW YORK, NY 10016/NATURE OF BUSINESS IS FOR NETWORKING AND EDUCATION. I AM ALREADY APPROVED AS A MEMBER OF NAWBO AND ITS COMMITTEES. NOW I WAS ASKED TO SERVE ON THE BOARD AS VP OF GOVERNANCE. THE GOVERNANCE COMMITTEE IS RESPONSIBLE FOR MAINTAINING THE CAPACITY AND EFFECTIVENESS OF THE BOARD THROUGH PERIODIC REVIEW OF BOARD POLICIES AND PROCEDURES; EVALUATING BOARD PERFORMANCE; IDENTIFYING THE QUALITIES AND CHARACTERISTICS REQUIRED FOR EFFECTIVE GOVERNANCE AND FORWARDING THESE TO THE NOMINATING COMMITTEE; AND SU/START DATE 06/10/2008 / 10 HRS PER MONTH. 4)THE NY NETWORK / 900 BROADWAY, SUITE 5R NEW YORK,NY 10003 / WOMEN'S BUSINESS NETWORKING GROUP / MEMBER OF BOARD OF DIRECTORS / START DATE 9/1/2014 5) Linda and Brian Walls will,United States,I was requested to be the executor of my aunt and uncle's will. They are clients at UBS.OtherExecute their will upon their passing.Be the executor of their will.Inactive / DormantOtherExecutor of their willExecute their will upon their passing.Start date-7/22/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-17 |
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