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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-15 |
| MI | RA | APPROVED | 2010-10-12 |
| TX | RA | APPROVED_RES | 2002-09-19 |
Branch Locations
730 Penniman Avenue, Plymouth, MI 48170 • United States
Traverse City, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Plymouth | MI | 07/1991 | Present |
Make a Wish Michigan / 7600 Grand River Ave, STE 175 Brighton, MI 48114 / United States / Charity / Make-A-Wish®Michigan granted more than 450 wishes last year to Michigan children with critical illnesses. We believe that a wish experience can be a game-changer. This one belief guides us in everything we do. It inspires us to grant wishes that change the lives of the kids in our Michigan communities / Member of Board of directors / / The Make-A-Wish® Michigan Board of Directors ensures that we are operating according to the highest standards of brand and financial stewardship and that the chapter is focused on granting extraordinary experiences to every eligible child. / Start Date 9/30/2019 /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-26 |
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