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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1997-10-20 |
Branch Locations
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
Dallas, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dallas | TX | 08/1997 | Present |
Georgetown Owners Association / 3812 & 3816 Potomac AvenueTexasDallas75205 / This is a small Homeowners Association with responsibility for the basic property management of 9 condominium units. / Real Estate / Homeowners Association / I have been elected by the other condominium owners to be President of the HOA, which also has a Treasurer/Secretary. My role is to provide leadership and guidance, along with the other officer, to maintain the property, making improvements where necessary and practical, in the near-term and consideration for the longer-term. / 12/17/2021 Labrador Interests, LLC, This LLC will purchase and hold a real estate property (a residential use townhouse that my son and his wife will live in and pay the LLC rent), Proprietor / owner, Make sure property is well maintained, various machines are operating properly, taxes paid, P&C insurance kept in-force, start date-5/30/2018, Dallas/Texas United States75225.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-16 |
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