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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-14 |
| UT | RA | APPROVED | 2023-06-05 |
| MI | RA | APPROVED | 2021-11-01 |
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2010-08-25 |
Branch Locations
299 Park Ave 26Th Floor, New York, NY 10171 • United States
1285 Avenue Of The Americas 38Th Floor, New York, NY 10019 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 10/2008 | Present |
1)BARD MBA IN SUSTAINABILITY / 30 CAMPUS ROAD ANNANDALE-ON-HUDSON,,NY 12504-5000 / OTHER/ EDUCATION / MBA PROGRAM / ADVISOR OR MEMBER OF AN ADVISORY COMMITTEE, IF THE ADVICE GIVEN WILL OR MAY INFLUENCE THE BOARD OR OTHER SENIOR MANAGEMENT OR SUPERVISORY BOARD OF THE ORGANIZATION IN QUESTION /ANSWER QUESTIONS FROM TIME TO TIME RELATING TO CURRICULUM DEVELOPMENT OR PROGRAM ORGANIZATION. / START DATE 5/1/2013. 2)DOLS FOUNDATION / HEILIGKREUZ 6 VADUZ,LIECHTENSTEIN LI-9490 / OTHER NO INDUSTRY AFFILLIATION / INVESTMENT MANAGEMENT / INVESTMENT MANAGER/ADVISOR / INVESTING DECISIONS AND EXECUTION / START DATE 1/1/2014 3) Continuing Trust F/B/O Scott Stackman u/Gail Stackman2010 GRAT #1/ investment related?: yes / 385 West 12th Street, NY, NY 10014 US/ Co-Trustee of Irrevocable Trust. Required to sign documentation from time to time and/or approve withdrawals./ start date: 1/16/2019 4) Name of Business: LITTLE RED SCHOOL HOUSE AND ELISABETH IRWIN HIGH SCHOOL./ Address: 272 Sixth Ave New YorkvNew YorkUnited States 10014./ Investment Related: no./ Nature: Jewish Parent Affinity Group is a group of Jewish families coming together to support each other through this difficult time./ Role: Other- Parent co-chair of the Jewish Affinity Group./ Duty: Help other co-chairs manage the community by email and messaging. Attend meetings related to the parent association and the group./ Start Date: 11/29/2023./ Time Required: No. 5) Estate of H.B., H.B. passed away on 5/13/23. I am Executor of his estate as appointed under his Will. H.B. was my step-father, but not legally, Executor, I am required to fill the role and responsibility of Executor to administer the estate. Paying bills, terminating accounts, distributing assets to beneficiaries under the Will, Start date-5/13/2023, New YorkUnited States-10021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-30 |
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