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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2013-02-08 |
| TX | RA | APPROVED | 2013-02-08 |
Branch Locations
7272 Wisconsin Avenue 23Rd Floor, Bethesda, MD 20814 • United States
Bethesda, MD • 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. | Bethesda | MD | 02/2013 | Present |
Bethesda Country Club / 7601 Bradley BoulevardBethesdaMDUnited States20817 / Country Club / Sport & Leisure Facilities / Non-profit country club. Golf and tennis / Advisor or advisory group member if advice given may influence an officer/board / Serve on the House Committee. It oversees the operations of the club: food and beverage. Excludes golf. / Start Date: 3/1/2022 2. 21 Old Chestnut Drive, Oakland, MD 21550 United States, Vacation home rental, Real Estate, Proprietor / owner, I will own the house along with my wife. We will determine if we want to rent the house and at what times, start date-5/25/2018, Investment related-Yes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-06 |
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