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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-03-27 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
Hingham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Andover | MA | 06/2006 | Present |
1) Alison Cooper Kreideweis 2012 Trust and Michele J. Cooper 2012 Trust/8 Lambert Lane/ Upper Saddle River/NJ 07458/ US/ Making investments for the benefit of Alison Kreideweis and Michele Cooper and their heirs /The current Trustee has asked me to serve as a successor Co-Trustee alongside Alison Kreideweis and Michele Cooper in each of the trusts for their benefit and the benefit of their heirs. As Co-Trustee, I will be involved in the investment decisions of the trust assets. / Statrt date: 12/1/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-15 |
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