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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-11 |
| SC | RA | APPROVED | 2024-06-07 |
| FL | RA | APPROVED | 2014-02-12 |
| TX | RA | APPROVED | 2014-02-11 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Charlotte | NC | 02/2014 | Present |
1. Nestquest SC LLC, Tega Cay SC United States-29708, Company, Services (Business, Professional, Support), Residential remodeling/handyman services, Proprietor / owner, Owner with managerial and administrative duties, start date- 4/29/2024 2. The A.L Irrevocable Trust, Family irrevocable trust with holdings and investments in the financial markets, I will be trustee together with my 2 siblings. The votes for any decisions will be based on majority and we will have the ability to make investments, authorize disbursements, Start date-12/18/2020MiamiFlorida United States-33130. 3)The Food Spot LLC,United States,Sole proprietorship,Food, Beverages & Tobacco,Mobile food business,Proprietor / owner,I will be the manager of the company and sole ownerStart date -11/24/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-12 |
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