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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-03-03 |
Branch Locations
One Monarch Place Suite 720, Springfield, MA 01144 • United States
One Monarch Place Suite 1400, Springfield, MA 01144 • 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. | Springfield | MA | 05/2002 | Present |
1. A.G. M.M Irrevocable Life Insurance Trust, Trustee, Longmeadow MAUnited States-01106, monitoring any life insurance owned by the Trust, Start date-12/14/2016. 2. F Trust fbo J.F.F III dtd 11/11/2003, Special Needs Trust, Grantor and Co-Trustee with wife, start date-5/5/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
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