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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-16 |
| TX | RA | APPROVED_RES | 2016-04-21 |
| CT | RA | APPROVED | 2015-12-11 |
Branch Locations
555 California Street 33Rd Floor, San Francisco, CA 94104 • United States
San Rafael, CA • 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 | Boston | MA | 12/2015 | Present |
1) 2001 Judith Huyck Trust for the benefit of Christine Filice DTD 3/19/2001/ investment related?: yes/ San Rafael, CA, 94901/ I serve as trustee and pay bills to support my sister's lifestyle. I also make sure the investments are structured appropriately to continue to provide for her as long as possible./ start date: 1/23/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
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