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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2020-03-09 |
| FL | RA | APPROVED | 2018-01-11 |
| NJ | RA | APPROVED | 2017-09-11 |
Branch Locations
250 Munoz Rivera Avenue, San Juan, PR 00918 • United States
250 Munoz Rivera Avenue Ph Fl, San Juan, PR 00918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Juann | PR | 03/1997 | Present |
Fort Blanc LLC; San Juan, Puerto Rico 00908; Company; This limited liability company is a passive vehicle created by my estate attorney as part of my estate and asset protection financial plan. It will only hold passive investments. The entity is a passive vehicle created by my estate attorney as part of my estate and asset protection financial plan. It will only hold passive investments.; Officer; President and Treasurer; Start date: 6/12/2017 2. Westin St. John Resort Villas Unit 4312 Week 31 timeshare unit, I own one week in a time share property. I want to be able to rent it if I'm not going to use it in any given year.Virgin Islands, U.S., Proprietor / owner, start date-4/24/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-04 |
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