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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| NJ | RA | APPROVED | 2017-01-05 |
Branch Locations
1285 Avenue Of The Americas 20Th Floor, New York, NY 10171 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | New York | NY | 11/2016 | Present |
| I21 Advisors | New York | NY | 05/2014 | 10/2016 |
1) Name of Business: KKR./ Address: 30 Hudson Yards New York NY United States 10007./ Investment Related: No./ Nature: Alternative investment manager./ Role: The role is to be a member of the company's Global Wealth Investment Council (GWIC). The purpose of the GWIC is to bring together thought leaders in the wealth management industry to discuss the current macroeconomic environment, asset allocation trends, portfolio construction, and alternative strategies./ Duty: Provide input, advice, and engage in discussions of relevant macroeconomic, asset allocation, portfolio construction, and alternative strategies topics, and highlight emerging topics relevant to the Company. GWIC members are restricted from discussing specific investment products offered by the Company or by the companies of other Council members./ Start Date: 11/15/2023./ Time Required; n/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-25 |
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