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7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-13 |
Branch Locations
7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Portsmouth | NH | 12/2013 | 07/2017 |
| Tanager Wealth Management | London | 08/2017 | Present |
PORTSMOUTH ATHENAEUM / 9 MARKET SQUARE PORTSMOUTH,NEW HAMPSHIRE 03801 / MEMBER OF THE FINANCE COMMITTEE / THE FINANCE COMMITTEE IS RESPONSIBLE FOR MAKING RECOMMENDATIONS TO THE BOARD ABOUT MAKING PURCHASES, PUTTING ITEMS ON LOAN, ETC. / START DATE 6/1/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-24 |
| S66 | Uniform Combined State Law Examination | 2012-10-04 |
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