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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-14 |
| FL | RA | APPROVED | 2023-02-02 |
| OH | RA | APPROVED | 2016-01-05 |
| TX | RA | APPROVED | 2016-01-05 |
Branch Locations
600 Superior Ave E. - 27Th Floor, Cleveland, OH 44114 • United States
Cleveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Cleveland | OH | 01/2016 | Present |
(1)M&A investments / 2457 W. 11th ST Cleveland,Ohio 44113 / No/ Privately Held / USD / No / No / / Start Date 2/5/14 / I*84290 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: METROHEALTH INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2500 METROHEALTH, CLEVELAND, OHIO 44109 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 9/17/2015 NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM RESUBMITTING WITH THE CAVEAT THAT I WILL BE COMING ON AFTER AN INVESTMENT POLICY IS IN PLACE. MY DUTIES WOULD BE TO WORK WITH THE OTHER EIGHT MEMBERS TO MONITOR INVESTMENT PERFORMANCE/MetroHealth / cleveland United States,Ohio / No/ County Executive Health Care / No / Trustee / / Hiring and evaluating the president / Start Date3/31/2010/ Appointed No / No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-19 |
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