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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-06-24 |
| TX | RA | APPROVED | 2016-06-20 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
55 William Street, Wellesley, MA 02481 • United States
Hopkinton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 06/2016 | Present |
University of Massachusetts Foundation, Inc. / 1 Beacon Street Boston,MA United States 02108 / Foundation/ Education / Foster growth and sustainability of the foundation which supports higher education. / Officer / / Serve as Treasurer of the Foundation which includes, as part of its responsibilities, to serve on the Investment Committee of the Foundation. See attached description. / Start Date 1/1/19 / 30 minute call monthly. 1 hour meeting 3 - 5 times per year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-04 |
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