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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-12 |
| TX | RA | APPROVED | 2015-01-12 |
Branch Locations
One Monarch Place Suite 720, Springfield, MA 01144 • United States
Wellesley , MA • United States
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
One Post Office Square 33Rd Floor, Boston, MA 02109-2106 • United States
400 Linden Oaks, Rochester, NY 14625-2818 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Dallas | TX | 12/2014 | 03/2017 |
| Ubs Financial Services Inc | Houston | TX | 03/2017 | 02/2020 |
| Ubs Financial Services Inc | Beverly Hills | CA | 02/2020 | 07/2024 |
| Ubs Financial Services Inc | Boston | MA | 07/2024 | Present |
1) Home on 21st St. United States CA-90266, Former Primary Residence - Now Rental Real Estate, There is no entity. The home is a former primary residence owned jointly with my wife. We are now renting, Proprietor / owner, none - home is rented to our family, start date-9/1/2024. 2) M.C. Revocable Trust,i am a successor trustee for this trust in the event my mother becomes incapacitated.,tMAUnited States,none until such time as my mother is incapacitated. Start date 1/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-07 |
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