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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-09-23 |
| IN | RA | APPROVED | 1998-12-16 |
Branch Locations
200 E. Main Street, Fort Wayne, IN 46801 • United States
200 East Main Street, Suite 900, Ft. Wayne, IN 46801 • United States
Fort Wayne, IN • 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. | Ft. Wayne | IN | 05/1994 | Present |
Waggoner Boat LLC / 3921 Spurwood Circle Fort Wayne,IN 46804 / Other/ Services (Business, Professional, Support) / rental / Sole proprietorship / / I rent my boat 3-4 times a summer. / Start Date 7/16/2014 Concordia Lutheran High School / 1601 St. Joe River Drive Fort Wayne, IN 46805 Fort Wayne,IN 46805 / Educational Establishment/ Education / School / Other / Committee member for the schools annual auction / Helping to organize and fund raise for the High School / Start Date 2/13/2019 / Waggoner Home LLC/ Category - This is my lake home that I rent. I want to confirm I can put this in a LLC in case there is any liability issues with renters. I have my boat, which I rent also in a Waggoner Boat LLC. I am trying to reduce personal liab having the home in a LLC./ Principal Business Activity - This is my family lake cottage which we rent out in the summer months/ Role - Proprietor / owner/ Duty - I own the property and use it for my family when not rented/ Compensation -Yes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-20 |
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