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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-10-13 |
| TX | RA | APPROVED | 2009-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Wellesley | MA | 09/2006 | Present |
1) Friends of City Square park / PO BOX 290635 Charlestown, MA 02129 / Association (i.e., Trade or Industry, Sport...) / Other Park / Preserve and maintain the park / Member of Board of Directors / Help maintain and preserve the park / Start Date 5/1/2017 /// 2) Friends of City Square park / Investment related?: yes / PO BOX 290635 Charlestown, MA 02129 / Association (i.e., Trade or Industry, Sport...) / charity/ Public Park / Treasurer- provide updates on account balances, transactions and portfolio. / start date: 3/16/2021 3) Notary Public, Proprietor / owner, Notary Public, START DATE-1/7/2025, CharlestownMAUnited States-02129.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-16 |
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