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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-30 |
| IN | RA | APPROVED | 2008-11-25 |
| TX | RA | APPROVED | 2008-11-25 |
Branch Locations
Bonita Springs, FL • United States
8801 River Crossing Blvd 4Th Floor, Indianapolis, IN 46240 • 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 | Indianapolis | IN | 11/2008 | Present |
SKELTON REAL ESTATE PARTNERSHIP / EAGLE AND FEIN INDIANAPOLIS,IN 46240 / PARTNERSHIP/ REAL ESTATE / COLLECTING RENT / PARTNER / / I AM THE FA ON THE ACCOUNT WHERE THE RENTAL CHECKS COME IN / START DATE 01/01/2010 2)CSW Holdings,United States,LLCReal Estate,this is a lakehouse, and it is never rented, Lakehouse owned in an LLC,PartnerI have no roles, just ownership,Start date1/3/2024InvestmentYes Triple Crown 73 LLC , Montana United States, Company , Other vehicle registration vehicle registration , Proprietor / owner no duties, Start date 3/11/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-18 |
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