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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-09-27 |
| TX | RA | APPROVED_RES | 2019-05-31 |
| OH | RA | APPROVED | 2014-01-10 |
Branch Locations
8044 Montgomery Road The Towers At Kenwood, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Kenwood | OH | 06/2013 | Present |
Cincinnati CEPA Chapter / United States / 1120 Chester Ave. Cleveland, OH 44114 / Association (e.g. Trade or Industry, Sport) / https://exit-planning-institute.org/ / Financial (Consumer & Investment Services) / The purpose of the EPI Arizona Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning. / Member of Board of directors / President, in charge of organizing and putting on creative content for other professional advisors and business owners. / Start Date 10/15/2019 Covington Catholic High School, I am the president of the alumni board. The board serves the alumni of the school by putting on golf outings, men stags, retreats, President of the alumni board, hold board meetings and serving our alumni, start date-12/1/2019, Park HillsKY United States41011
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-09 |
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