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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-10-08 |
Branch Locations
1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES
11 S. Main Street Suite 300, Concord, NH 03301 • United States
Bow, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perspecta Trust Llc | Hampton | NH | 04/2013 | 08/2019 |
| Ubs Financial Services Inc. | Boston | MA | 08/2019 | Present |
Globe Law and Business Ltd. / 3 Mylor Close, HorsellWoking, Surrey GU21 4DD / First, I wrote a book on trusts (focusing on minimizing trust disputes). Globe Law and Business is the publisher. / Second, I wrote a legal treatise on private trust companies. Globe Law and Business is the publisher. / 5/16/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2005-11-23 |
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