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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-16 |
Branch Locations
4400 Post Oak Parkway Suite 1700, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 11/2015 | Present |
St. John's School / 2401 Claremont Lane Houston,TX 77019 / Other/ Education / School / Member of a committee with management or supervisory functions / / Member of Finance Committee that examines school budget / Start Date 8/3/15School / 2) Name of Business: Harvard University./ Address: PO Box 419209Boston, MA, United States, 02241./ Investment Related: No./ Nature: On an advisory board for the "Friends of Harvard Baseball" program./ Role: Advisor or advisory group member if advice given may influence an officer/board./ Duty: Fundraising and advice for the Harvard Baseball team./ Start Date: 3/21/2023./ Hours Devoted: No./ Time Required: N/A. 3) Name of Business: Incarnate Word Academy./ Address: 609 Crawford Street Houston TexasUnited States 77002./ Investment Related: No./ Nature: All girls Catholiic High School in Houston./ Role: Advisor or advisory group member if advice given may influence an officer/board./ Duty: Serving on the investment advisory board./ Start Date: 3/4/2024./ Time Required: No.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
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