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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-03-27 |
| TX | RA | APPROVED_RES | 2013-02-26 |
| NJ | RA | APPROVED | 2013-01-28 |
Branch Locations
51 Jfk Parkway Suite 303, Short Hills, NJ 07078 • United States
Westfield, NJ • United States
Telluride, CO • 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. | Short Hills | NJ | 01/2013 | Present |
1. Healthcare Foundation of NJmaking grants to healthcare organizations to support their work in Newark and Essex County, Trustee and Chair of the Foundations Inv. Cmtee, Chairing Inv Committee meetings and contributing to asset allocation direction, start date-1/15/2009, Millburn njUS-07041. Telluride Hummingbird LLC, Personal Real Estate/Vacation Condo, Owner with spouse of condo, General ownership, start date-11/1/2010, TellurideCOUSA81435 Riverview Condominium Association, Home owner's association managing common areas and responsibilities of a 6 unit building. I own one of the units in the HOA as a vacation home, Member of Board of directors, One vote on the board of the HOA dealing with management of the propertystart date-9/6/2017, Telluride COUSA81435.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
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