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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED_RES | 2010-09-07 |
| CA | RA | APPROVED | 2007-02-09 |
| OH | RA | APPROVED | 2007-02-09 |
Branch Locations
8044 Montgomery Road The Towers At Kenwood, Cincinnati, OH 45236 • United States
West Harrison , IN • 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 |
|---|---|---|---|---|
| Mcdonald Investments Inc. | Cincinnati | OH | 11/1992 | Present |
| Ubs Financial Services Inc. | Cincinnati | OH | 02/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-21 |
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