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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-11 |
| OH | RA | APPROVED | 2018-01-08 |
Branch Locations
2055 Crocker Road, Westlake, OH 44145 • United States
600 Superior Ave E. - 27Th Floor, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services Inc. | Kansas City | MO | 07/2016 | 12/2017 |
| Ubs Financial Services Inc. | Westlake | OH | 01/2018 | Present |
Name of Business- West Haven Foundation. / Address- Westlake, OH 44145 / Investment Related- NO / Nature / Role / Duty- Work with the other trustees to direct the the paying and approval of grants/requests, as well as receiving updates on the status of the organization and ongoing work they are doing / Start Date- 1/15/2024 / Time Required- NO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-23 |
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