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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-25 |
| FL | RA | APPROVED | 2023-12-04 |
| PA | RA | APPROVED | 2023-12-01 |
Branch Locations
1735 Market Street 44Th Floor, Philadelphia, PA 19103 • United States
Lafayette Hill, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C Bernstein | Philadelphia | PA | 06/2007 | 12/2023 |
| Ubs Financial Services Inc | Philadelphia | PA | 12/2023 | Present |
1) Name of Business: Coral Restoration Foundation./ Address: 5 Seagate Blvd, Key Largo, FL 33037Key Large Fla United States 33037./ Investment Related: No./ Nature: board member./ Role: Member of Board of directors./ Duty: promote awareness of coral restoration and reef destruction./ Start Date: 12/9/2019./ Time Required: No. 2) Name of Business: National Italian American Foundation./ Address: 1860 19th Street, NW Washington, DC 20009Washington, DC Washington, DC 20009United States 20009./ Investment Related: No./ Nature: Board Member./ Role: Member of Board of directors./ Duty: promote italian culture, help raise $ for the organization, support events./ Start Date:4/24/2023./ Time Required: No.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-31 |
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