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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-10-09 |
| VA | RA | APPROVED | 2007-05-15 |
Branch Locations
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 | Roanoke | VA | 05/2007 | Present |
Friends of Scouting, Boy Scouts of America / 2131 Valley View Blvd, NW Roanoke,Virginia 24012 / Charity/ Charity / Youth Leadership development through Scouting / Other / I will be the "Friends of Scouting" Chairman / I will organize one Kick Off (October 2018) event for the District and one Eagle Scout dinner (February 2019) for the district / Start Date 7/1/2018 / End Date 6/30/2019 ArchiveCore / United States / 2209 Crystal Spring Ave SW Virginia / www.archivecore.com/ Partnership / Information Technology / Member of Board of directors / Start Date 6/1/2019 / Roanoke Outside Foundation / 111 Franklin Plaza, Suite 333 Roanoke, Virginia 24011 / United States / Foundation / Cultural Establishment / Develop outdoor branding for the Roanoke Region. / Advisor or advisory group member if advice given may influence an officer/board / / Meet on a quarterly basis to discuss the regions outdoor branding and infrastructure needs / Start Date 11/6/2019 / Roanoke Parks Foundation / 215 Church AVERoanokeVirginiaUnited States24011 / This foundation will provide an avenue to enhance the Parks and Recreation experience in the local Roanoke community. / Charity / My role will be to act in an advisory capacity. / Start Date: 4/1/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-07 |
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