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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-21 |
| NC | RA | APPROVED | 2003-09-05 |
| TX | RA | APPROVED | 2003-09-05 |
Branch Locations
6100 Fairview Road 9Th Floor, Charlotte, NC 28211 • United States
13024 Ballantyne Corporate Plaza Suite 650, Charlotte, NC 28277 • 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 | Charlotte | NC | 11/2013 | Present |
1) Name of Business: TAJ./ Address: PO Box Charlotte United States./ Investment Related: Yes./ nature: First phase will be growing and distributing legal mushrooms to restaurants. The second phase will be selling mushrooms in powder form promoting the holistic benefits./ Role: Proprietor / owner./ Duty: My role is as investor. May offer advice on general operations but plan to be involved as little as possible./ Start Date: 12/15/2023./ Time Required: N/A /// 2) Friendship Fund; 2 Liberty Sq #500, Boston, MA 02109; Charity; Family Foundation that distributes grants to 501c3's; Officer; Treasurer - Review Investments and recommend grant distribution levels; Start date: 8/4/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-12 |
| S66 | Uniform Combined State Law Examination | 1998-11-19 |
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