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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED_RES | 2011-10-17 |
| CT | RA | APPROVED | 2009-01-30 |
Branch Locations
600 Washington Blvd 9Th Floor, Stamford, CT 06901 • United States
100 West Putnam Avenue 2Nd Floor, Greenwich, CT 06830 • United States
Orford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Stamford | CT | 01/2009 | Present |
1) CAMP MERRIWOOD, ORFORD, NH USA, NOT INVESTMENT RELATED, SUMMER CAMP, I AM AN ADVISOR TO MY FAMILY'S SUMMER CAMP BUSINESS, I WAS BORN INTO THE RELATIONSHIP AND HAVE BEEN COMPENSATED SINCE ROUGHLY 1978, I HAVE NOT DONE WORK FOR THIS BUSINESS DURING SECURITIES TRADING HOURS, I PROVIDE MARKETING ADVICE, AND GENERAL ASSISTANCE AROUND THE OPERATION OF THE SUMMER CAMP. /// 2) TBD / 56 Lockwood Ave. Old Greenwich, CT 06870 / United States / Old Greenwich / No / Partnership / Real Estate / The LLC I am looking to purchase with a partner owns a villa in Jamaica / I expect to participate in the ongoing management of the villa and its rentals / none / No / Start Date 8/21/2017 3) CPI Capital Services, New YorkNY United States-10016, Investment Fund or Hedge Fund, Banking (Retail, Investment, Merchant), This fund will invest in private companies, Investor, I will invest and that will be the entirety of my involvement, start date-3/31/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-02 |
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