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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-12-21 |
| OH | RA | APPROVED | 2007-02-09 |
Branch Locations
3601 Rigby Road Suite 500, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Miamisburg | OH | 11/2013 | Present |
NAME OF OTHER BUSINESS: University of Dayton/ INVESTMENT RELATED?: N / ADDRESS:300 College Park, Dayton, Ohio/ NATURE OF THE BUSINESS: Teaching a section of Financial Strategies for Successful Retirement/ POSITION: / DUTIES: teaching a section of Financial Strategies for Successful Retirement / START DATE: 2/27/23 / HOURS DEVOTED TO BUSINESS: NA Wabasso Home Owners Association, President of the Wabasso Home Owners Association. Wabasso is the name of the condo section in which I'm an owner of a condo called Wabasso #2 at a ski resort called Snowshoe, Member of Board of directors, President of the HOA which coordinates annual meeting and review ongoing projects and new projects for the 24 units in the Wabasso development. Review monthly financial statements of income and expenses and coordinate with other HOAs on the mountain for common projects, start date-9/5/2022, West VirginiaUnited States-26209. 2. Athletic Workshop7677 Yankee RdDayton, OH 45459, Basketball Training of Youth Players, Basketball Training, start date-6/30/2008, Centerville OHUnited States-45459.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-20 |
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