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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| MI | RA | APPROVED | 2016-11-17 |
Branch Locations
325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • United States
Traverse City, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Saginaw, Mi 48604 | MI | 11/2014 | 11/2016 |
| Ubs Financial Services | Birmingham | MI | 11/2016 | Present |
1. Frankenmuth School District- Education- coach- 56 hours after business - effective date 09/2016 2. Impact 100 Traverse City, Traverse City MIUnited States-49684, Charity, Recruits members and fundraising, hosts events, reviews grants from local non-profits, distributes funds to approved non-profits, Member of Board of directors, Grant requests are submitted from local non-profits to Impact 100. Each year we are able to award several $100,000 grants based on fundraising and membership. Each grant goes through a review process to make sure they qualifty for our standards. After, the grants that made the initial review go to the Financial Review team. I will be leading the Financial Review team, organizing the group of women who volunteer and instructing them on how to review the Financial statements provided by each board member to consider them as finalist. In addition, I would attend monthly board meetings to discuss the activities, planning, and membership engagement, start date-1/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-18 |
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