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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-01 |
| UT | RA | APPROVED | 2009-04-13 |
Branch Locations
95 State Street Suite 2210, Salt Lake City, UT 84111 • United States
2 disclosure categories 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 | South Ogden | UT | 11/2013 | Present |
1) MSB IRA Beneficiary Trust/ investment related?: yes / 1527 Oakcrest Drive, Ogden, Utah, 84403 US/ Trust/ The only activities of this trust will be to receive IRA assets when IRA owner dies and distribute assets to beneficiaries of the trust./ Trust Protector/ I will oversee the trustee as they carry out the instructions of the trust. I also will have authority to remove and appoint trustees./ start date: 12/31/2020 2) Rental property/ Ogden, UT, 84401 US/ Investment related?:yes / rental home/Proprietor / owner/ own and maintain rental property/ start date: 10/1/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-05 |
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