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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Boston | MA | 06/2015 | Present |
1) NAME OF OTHER BUSINESS:Sipson Island Trust / INVESTMENT RELATED?: No / ADDRESS: 33 Country Lane, Brewster/ MA 02631 US / NATURE OF THE BUSINESS: Simpson Island Trust is a land trust that protects, maintains, and restores the ecological habitat on property in and around Pleasant Bay in the Town of Orleans, Harwich, Chatham, and Brewster, Barnstable County, Massachusetts/ POSITION:_Member of Board of directors/ DUTIES:Serve as Treasurer and chair of the Finance Committee. Report to the Board of Directors on the organization's financial position. Reconcile the organizations balance sheet and profit and loss statement. Prepare annual budgets; present budget to the board for approval and/or revisions. / START DATE:2/4/2021/ HOURS DEVOTED TO BUSINESS: 0 2) Name of Business; Massachusetts Coalition of Land Trusts./ Address: 18 Wolbach Rd Sudbury MassachusettsUnited States 01776./ Nature: The Massachusetts Land Trust Coalition advances land conservation across Massachusetts by providing education, tools, networking, and advocacy for land trusts and their partners./ Role and Duty: In my capacity as a previous treasurer of a Land Trust, MCLT has invited me to speak to their members on best practices when deciding whether to establish an Endowment and how starting one may impact their annual budgeting and fundraising along with how to account for restricted and unrestricted funds on the balance sheet./ Start Date: 2/29/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-09 |
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