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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
| ID | RA | APPROVED | 2024-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial | Ketchum | ID | 09/2023 | Present |
| Hazlett Wealth Management | Ketchum | ID | 09/2018 | 09/2023 |
| Ketchum Ventures, Llc | Ketchum | ID | 07/2014 | 09/2018 |
1) Vickie Bennett Memorial Scholarship Fund, Hailey Idaho, United States-83333, Charity, Education, Provide annual scholarship to a rural school student wishing to pursue a career in health care, Officer, Annual Filings, review scholarship applications, award the annual scholarship to recipient, start date- 5/1/2024. 2) The B.N. Family Irrevocable Trust, Maintaining a Homestead Trust for family farm and making distributions to the 4 daughters, Hailey IDUnited States-83333, Co-Trustee for their trust. Manage their estate, properties and money now that both are deceased. There are 4 sisters and 2 of us are Trustees. Homestead Trust Requires us to maintain the farm and operations, START DATE-11/4/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-17 |
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