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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-26 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
Falmouth, MA • United States
Brookline, MA • 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 | Boston | MA | 07/2005 | Present |
1. B.T. Family Trust, Successor Trustee, Settling estate as personal representative, start date-1/1/2028, Natick MAUnited States-01760. 2. L.B. Family Trust, Successor Trustee, Settling estate as personal representative, start date-1/1/2028, NatickMAUnited States-01760. 3. T.B.B. Trust, Successor Trustee, Settling estate as personal representative, start date-1/1/2028, NatickMAUnited States-01760. 4. A.B.B. Trust dtd 11/16/2023, Successor Trustee, Settling estate as personal representative, start date-1/1/2028, NatickMA United States01760. 5. J.B. LaTrraca Trust 11/16/2023, Successor Trustee, Settling estate as personal representative, start date-1/1/2028, NatickMAUnited States-01760.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
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