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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-04-29 |
| TX | RA | APPROVED | 2016-04-29 |
Branch Locations
8801 River Crossing Blvd 4Th Floor, Indianapolis, IN 46240 • United States
Carmel, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Indianapolis | IN | 04/2016 | Present |
1.ETCH PROPERTIES LLC; 3012 Jason St, Carmel, IN 46033; Real estate business. Rental and Ownership; Partner; I will provide the capital to purchase real estate to rent over time or flip for a profit. I will also be involved in the renovation of each property; 3/1/2018; Business hours per month: No 2. Our House Properties LLC, Indiana United States-46033, Partnership, Real Estate, Real estate business. Rental and Ownership, Proprietor / owner, buying and selling real estate with my personal funds in the LLC, start date-6/1/2024-SJ 3. Our Lady of Mount Carmel, investment committee for my parish, being on the investment committee to help with the charitable trusthelp advise and oversee the funds of OLMC Church, start date-11/1/2019, Carmel IndianaUnited States-46032.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-08 |
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