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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-10 |
| TX | RA | APPROVED_RES | 2009-07-02 |
| CO | RA | APPROVED | 2009-06-22 |
Branch Locations
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 | Boulder | CO | 07/2013 | Present |
LiFT Academy / 13400 Park Blvd Seminole, FL 33776 / Company/ Education / The Mission of LiFT is to provide challenging academics while building character and confidence, in an accepting and inclusive environment, so traditional students and those with neurodiversities can develop to their fullest potential. / Member of Board of Directors / / Treasurer - Responsible for annual budget, tracking revenue and expenses. Making sure books and records are kept up to date and reported at board meetings. Strategize in regards to future capital campaign. / Start Date 09/08/2016
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-26 |
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