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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| NY | RA | APPROVED | 2021-11-01 |
| NC | RA | APPROVED | 2021-10-27 |
| TX | RA | APPROVED_RES | 2019-07-10 |
| NJ | RA | APPROVED | 2014-11-25 |
Branch Locations
109 North Avenue, Westfield, NJ 07090 • United States
299 Park Avenue 8Th, 9Th, & 11Th Floors, New York, NY 10171 • United States
Greensboro, NC • United States
317 W. Barbee Chapel Road, Chapel Hill, NC 27517 • United States
717 Green Valley Road Suite 250, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Westfield | NJ | 09/2014 | Present |
1) NAME OF OTHER BUSINESS: Testamentary Trust of K. R. H. / INVESTMENT RELATED?: N / ADDRESS: 305 Meadowbrook Terrace / NATURE OF THE BUSINESS: I will serve as Trustee for the Testamentary Trust of K R H. Primary responsibilities will be to provide distributions to beneficiaries. / POSITION:I will be in charge of oversight of the assets, tax filings for the trust, and distributing the assets according to the terms of the trust. / DUTIES: / START DATE: 8/1/22 / HOURS DEVOTED TO BUSINESS: NA_ 2) P.M.F Family Trust, I will serve as Trustee for the, Short HillsNew Jersey United States-07078, I will be in charge of oversight of the assets, tax filings for the trust, and distributing the assets according to the terms of the trust, start date-7/1/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
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