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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-03-12 |
| OK | RA | APPROVED | 2007-08-28 |
| FL | RA | APPROVED | 2007-08-27 |
Branch Locations
101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602 • United States
1819 Main Street Suite 900, Sarasota, FL 34236 • United States
100 S.E. 2Nd Street 25Th, Miami, FL 33131 • United States
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
Neptune Beach, FL • United States
822 North Highway A1A Suite 211, Ponte Vedra, FL 32082 • United States
101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602 • United States
822 North Highway A1A Suite 211, Ponte Vedra Beach, FL 32082 • 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. Lauderdale | FL | 03/2014 | Present |
1)Selva Preserve II Owners Association, Inc.,United States,Association (e.g. Trade or Industry, Sport),Public services,Small HOA consisting of 5 homes, 2 of which are completed and occupied while the other 3 are under construction.,Treasurer of the HOA responsible for creating budgets, collecting periodic dues, and paying bills for the common areas of the association.,Start date 11/5/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-19 |
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