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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-10-24 |
| MT | RA | APPROVED | 2004-09-13 |
Branch Locations
401 North 31St Street, Billings, MT 59101 • United States
401 North 31St Street 16Th & 17Th Floors, Billings, MT 59101 • 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 |
|---|---|---|---|---|
| Ubs Financial Services | Billings | MT | 09/2004 | Present |
1) ROYER PROPERTIES / 2814 2ND AVE NORTH BILLINGS, MT 59101 / PARTNERSHIP / REAL ESTATE / RENT COMMERCIAL PROPERTY / IS THIS AN INDUSTRY SECTOR ORGANIZATION? N/A / PARTNER / NONE / POTENTIAL DEALING WITH UBS? NO / START DATE 08/24/2010. 2) NAME OF OTHER BUSINESS: Montana Healthcare Foundation / INVESTMENT RELATED?: No/ ADDRESS: 777 East Main St #206, Bozeman, Montana/ NATURE OF THE BUSINESS: Foundation- Health Care & Pharmaceuticals / POSITION: Advisor / DUTIES: Manage a $210,000,000 endowment and award grants to Montana health related entities. I will attend investment committee meetings as a non voting ad hoc member of the committee. NEPC are the investment management consultants and they will provide bi monthly presentations that the committee will discuss. / START DATE: 03/15/2021 / HOURS DEVOTED TO BUSINESS:N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-02 |
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