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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-10-04 |
| TX | RA | APPROVED_RES | 2015-07-01 |
Branch Locations
3560 Lenox Road Ne 28Th Floor, Atlanta, GA 30326 • United States
Lawrenceville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 06/2015 | Present |
TABLE Ministries / PO Box 490534 Lawrenceville,GA 30043 / Charity/ Charity / faith-based 501(c)3 that specializes in providing personal care items for the homeless community in Gwinnett County, as well as providing fun, family-friendly events and activities for those in need. / Member of a committee with management / supervisor functions / / I've been asked to join the Executive Committee, which meets monthly to plan the activities of the charity. My primary role would be in "client" outreach, which is working on ways to reach the homeless community to provide personal care items and to plan fun, family activities for their participation. / Start Date 2/1/2019 /
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-09 |
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