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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-07-16 |
| GA | RA | APPROVED | 2009-05-27 |
Branch Locations
3560 Lenox Road Ne 28Th Floor, Atlanta, GA 30326 • United States
Marietta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 05/2009 | Present |
1) Rising Star Equestrian Foundation / 4399 Nassau Way Marietta,GA 30068 / Foundation/ Other Therapy / Therapy to wounded veterans / President, Trustee / Help manage Foundation's current and future direction / Start Date 6/1/2014 2) Cathy D Perry Trust/ 4399 Nassau Way NE, Marietta, GA 30068/ Serve at Trustee/ I will serve as Trustee for the Cathy D Perry Trust/ start date: 2/1/2020 3) Adopt a Golden Atlanta / P.O. Box 420256AtlantaGeorgia30342 / Board member / Board member assisting in the general oversight of the charity / Member of Board of directors / Start Date: 4/1/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-29 |
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