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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-06-09 |
| TX | RA | APPROVED_RES | 2015-04-21 |
| WA | RA | APPROVED | 2015-04-20 |
Branch Locations
1604 Hewitt Avenue Suite 601, Everett, WA 98201 • United States
Mapleton, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Everett | WA | 04/2015 | Present |
1) NAME OF OTHER BUSINESS:103 E 700 N #13 Springville, UT 84664 / INVESTMENT RELATED?: YES / ADDRESS: 103 E 700 N #13 Springville, UT 84664 / NATURE OF THE BUSINESS: Real Estate / POSITION: Partner / DUTIES: Property Management / START DATE: 2/23/2022 / HOURS DEVOTED TO BUSINESS: N/A 2) NAME OF OTHER BUSINESS: 2267 W 500 S Pleasant Grove, UT 84062 / INVESTMENT RELATED?: YES / ADDRESS: 2267 W 500 S Pleasant Grove, UT 84062 / NATURE OF THE BUSINESS: Real Estate / POSITION: Partner / DUTIES: Property Management / START DATE: 2/28/2022 / HOURS DEVOTED TO BUSINESS: N/A 3) 915 Harrison, rental property, Partner, landlord, start date-9/7/2017, Snohomish WAUnited States 4)1019 122nd , Rental, Rental Duplex, Partner, Day to Day Management, start date-3/1/2018, WA United States 98258
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
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