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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-01-01 |
Branch Locations
4225 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Coral Gables | FL | 05/2007 | Present |
MIC SECURITY TRUST / 620 HARBOR DRIVE KEY BISCAYNE,FL 33149 / TRUST/ OTHER TRUST / TRUST OWNS A LIFE INSURANCE ON SETTLOR / TRUSTEE / MAKE TIMELY INSURANCE PREMIUM PAYMENTS / START DATE 3/23/2011. 2)AMERICAN NICARAGUAN FOUNDATION / 1000 NW 57TH COURT, SUITE 770 MIAMI,FLORIDA 33126 / FOUNDATION/ MEMBER OF DEVELOPMENT COMMITTEE/ START DATE 5/1/2014 3) South Summit Trust/ Anchorage, AK, 99503 US/ Family Trust/ Distribution Trustee which entails making periodic distributions per trust mandate/ Start date: 9/1/2021 4) Khumbu Trust/ Anchorage, 99503, US/ Distribution Trustee in charge of making distributions per trust stipulation/ start date: 9/1/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-21 |
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