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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-22 |
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2009-02-23 |
Branch Locations
Delray Beach, FL • United States
400 Linden Oaks, Rochester, NY 14625 • United States
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Rochester | NY | 02/2009 | Present |
1) Heritage Christian Services Foundation, Inc. / United States / 275 Kenneth Drive Suite 100 / Rochester / 14623 / Foundation / Charity / Heritage Christian Services is a human services agency that works with children, older adults, and people with intellectual and developmental disabilities. / Investment Committee member / I am on the Investment Committee for Heritage Christian Services Foundation, Inc. 2/1/18 /// 2) Personal Residence - Rental / investment related?:yes / Delray Beach, FL, 33483 / Basic landlord duties / start date: 1/10/2022 /// 3) NAME OF OTHER BUSINESS: Horizon Solutions / INVESTMENT RELATED?: no / ADDRESS: 175 Josons Drive, Rochester / NATURE OF THE BUSINESS: Electrical and Industrial Supply distributor / POSITION: Proprietor / owner / DUTIES: As trustee I will vote shares based on trust ownership. / START DATE:02/16/22 / HOURS DEVOTED TO BUSINESS: NA 4) K W Supplemental Needs Trust,Supplemental needs Trust for my sister - K W. Activities are investing and periodic distributions for K needs.,New YorkUnited States,managing investments and making distributions based on needs,Start date -11/12/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-27 |
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