Helena Rebecca Stone

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-10-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc	Malvern	PA	03/2021	07/2023
The Pittsburgh Golf Club	Pittsburgh	PA	07/2020	05/2023
Faros Properties	Pittsburgh	PA	09/2019	07/2020
Othot, Inc.	Pittsburgh	PA	06/2019	09/2019
The Church Brew Works	Pittsburgh	PA	06/2019	09/2019
University Of Pittsburgh Study Abroad	Florence		01/2019	05/2019
Spice Island Tea House	Pittsburgh	PA	09/2018	12/2018
Patron Mexican Grill	Wexford	PA	05/2018	08/2018
Upmc Western Psychiatric Hospital	Pittsburgh	PA	08/2016	04/2020
The University Of Pittsburgh	Pittsburgh	PA	08/2016	04/2020
International Society Of Wheelchair Professionals	Pittsburgh	PA	06/2017	08/2017
Ubs Financial Services, Inc.	Los Angeles	CA	08/2023	Present

03/2021 → 07/2023

The Vanguard Group, Inc

Malvern, PA
07/2020 → 05/2023

The Pittsburgh Golf Club

Pittsburgh, PA
09/2019 → 07/2020

Faros Properties

Pittsburgh, PA
06/2019 → 09/2019

Othot, Inc.

Pittsburgh, PA
06/2019 → 09/2019

The Church Brew Works

Pittsburgh, PA
01/2019 → 05/2019

University Of Pittsburgh Study Abroad

Florence
09/2018 → 12/2018

Spice Island Tea House

Pittsburgh, PA
05/2018 → 08/2018

Patron Mexican Grill

Wexford, PA
08/2016 → 04/2020

Upmc Western Psychiatric Hospital

Pittsburgh, PA
08/2016 → 04/2020

The University Of Pittsburgh

Pittsburgh, PA
06/2017 → 08/2017

International Society Of Wheelchair Professionals

Pittsburgh, PA
08/2023 → Present

Ubs Financial Services, Inc.

Los Angeles, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-31
S63	Uniform Securities Agent State Law Examination	2021-04-30