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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-14 |
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED_RES | 2019-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Rochester | NY | 05/2011 | Present |
1) ROCHESTER LYRIC OPERA / PO BOX 304 PITTSFORD,NY 14534 /MUSICAL ARTS / OPERA / MEMBER OF BOARD OF DIRECTORS / BOARD MEMBER / START DATE 1/1/2011. /// 2) The George Eastman Museum; Maintain all property and assets associated with preserving and promoting the legacy of Kodak; Founder and native Rochesterian George Eastman; Rochester, New York 14607; Quarterly meetings with Board of Trustees and other interested parties; Start date: 5/16/2024 3) Oak Hill CC, Country Club, Member of a committee with management / supervisor functions, Finance Committee, start date-2/28/2019, RochesterNYUnited States-14618.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-26 |
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