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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-07-06 |
Branch Locations
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Portland | OR | 08/2006 | Present |
1. United PDX, TigardOregonUnited States-97223, Youth Soccer Club (amateur)Sport & Leisure Facilities, This is a non-profit local competitive youth soccer club with a approximately 3000 enrolled kids/players, Member of Board of directors, Treasurer for the Board of Directors for a 2-year term. Provide perspective from time to time on areas like current interest rates for their cash management program considerations. They do not hold investments/accounts with UBS. Provide perspective for capital campaigns for future soccer field development goals. I will not be responsible for any investment management, banking, payroll, check-writing responsibilities of the soccer club. That is handled by a different individual, start date-5/1/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-11 |
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