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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-04-06 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
Norwell, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 10/2007 | Present |
1. V.Z. Testamentary Trust, To provide for the health and welfare for C.Z. (the decedent's spouse), Facilitating income distributions to beneficiary. Occasional investment advice, start date-12/31/2021, Norwell MAUnited States-02061. 2. Holly Hog Charitable Foundation, Inc.33 Berry Ave. W. Yarmouth, MA 02673, Board Member Assist in golf tournament organization/implementation preparation of financial statements, fundraising activities, Member of Board of directors, I will be a board member, treasurer and member of the investment committee start date-10/5/2009, South Yarmouth MA USA-02673.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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