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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-07-19 |
| OH | RA | APPROVED | 2012-03-09 |
Branch Locations
8044 Montgomery Road The Towers At Kenwood, Cincinnati, OH 45236 • United States
Independence, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Cincinnati | OH | 02/2012 | Present |
BUSINESS OR ACTIVITY NAME: THE CENTER FOR INDEPENDENT LIVING OPTIONS (KY PERSONAL CARE ATTENDANT PROGRAM SAME AS CENTER OF INDEPENDENT LIVING) FOR PROFIT OR NOT FOR PROFIT: NOT FOR PROFIT INVESTMENT RELATED: (YES OR NO) NO ADDRESS OF BUSINESS: 525 WEST FIFTH STREET SUITE 218, COVINGTON, KENTUCKY 41011 NATURE OF BUSINESS: PROVIDE FINANCIAL ASSISTANCE TO FUND PERSONAL ASSISTANTS FOR INDIVIDUALS WITH DISABILITES YOUR POSITION, TITLE, ASSOCIATION: CARETAKER START DATE OF RELATIONSHIP: 07/14/2000 NUMBER OF HOURS DEVOTED PER MONTH: 60.667 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 YOUR DUTIES: CARE FOR MY DISABLED HUSBAND
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-04 |
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