Best Investors Account Sign in
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-25
NY RA APPROVED 2022-01-05
  • FL RA
    APPROVED
    Since 2022-01-25
  • NY RA
    APPROVED
    Since 2022-01-05

Branch Locations

299 Park Avenue 8Th, 9Th, & 11Th Floors, New York, NY 10171 • United States

Brooklyn, NY • United States

1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pta Of Ps8 Brooklyn NY 09/2019 06/2021
Pta Of Ps8 Brooklyn NY 09/2017 06/2019
Unemployed Brooklyn NY 03/2013 06/2017
Ubs New York NY 09/2021 Present
  • 09/2019 → 06/2021
    Pta Of Ps8
    Brooklyn, NY
  • 09/2017 → 06/2019
    Pta Of Ps8
    Brooklyn, NY
  • 03/2013 → 06/2017
    Unemployed
    Brooklyn, NY
  • 09/2021 → Present
    Ubs
    New York, NY
Other Businesses

The Unlocked Foundation,NYUnited States,Charity,Mission to close the gender wealth gap, with a focus on self-worth, networking and wealth development, through education and event programming.Member of Board of directorsVolunteer Treasurer on the board of directors of a non-profit organization on a mission to close the gender wealth gap. Perform Treasurer roles such as communicating with the bookeeper, providing financial updates to the board, and monitoring the bank account balances. Any decisions are made in conjunction with the Executive Director and Secretary of the Board; therefore there are no unilateral decisions. Assist with event programming, provide publicly available content and research on wealth-building strategies.Start date -2/5/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-13
  • S66 Uniform Combined State Law Examination
    2021-12-13

View on SEC IAPD

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor