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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-22 |
| TX | RA | APPROVED | 2011-12-06 |
Branch Locations
100 Crescent Court Suite 600, Dallas, TX 75201 • 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 | Plano | TX | 12/2011 | Present |
Cystic Fibrosis Foundation of North Texas / 4040 North Central Expressway Suite 810, Dallas, TX 75204 / United States / No / Foundation / https://www.cff.org/Dallas/ / Charity / To raise awareness and funds for those with Cysitc Fibrosis. / Advisor or advisory group member if advice given may influence an officer/board / Help in decision making for raising funds and awareness / No / Start Date 7/17/2017 J.J.H. Decendants Trust, Trustee for my parents trust to accept transfers and disbursements, Start date-5/21/2015, DallasTexas United States-75225.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-07 |
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