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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-18 |
Branch Locations
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
805 Sw Broadway Suite 2600, Portland, OR 97205 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Portland | OR | 03/2000 | Present |
1)THE ACADEMY OF CERTIFIED PORTFOLIO MANAGERS / 3030 WEST 81ST AVENUE WESTMINSTER,CO 80031 / OTHER/ OTHER EDUCATION - CPM DESIGNATION / CPM DESIGNATION / MEMBER OF BOARD OF DIRECTORS / BOARD DUTIES / START DATE 07/19/2011 / 1 HOUR A WEEK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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