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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED_RES | 2012-03-29 |
Branch Locations
One Jericho Plaza Suit 205, Jericho, NY 11753 • United States
Locust Valley, NY • 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 Inc | Jericho | NY | 07/2015 | Present |
COMMERCIAL REAL ESTATE, 71 WEST MAIN STREET OYSTER BAY NY., OWNER 33 1/3 %, 11/1/03, TENANT ;LEASING. FINANCAL RESPONSIBILITY, 5HRS MNTH, 0HRS DRNG TRDNG, NOT INVST RLTD. 2) oyster bay main street association / 21 W. main street oyster bay,ny 11771 / Foundation/ Charities, Cultural, Educational & Political Organisations / support of the downtown Oyster Bay small businesses and historic preservation / Member of Board of Directors / / attend meetings and provide input on downtown improvements / Start Date 9/1/10 / 3) Volunteers for Wildlife / 194 A Bayville Rd., Locust Valley, NY 11560 / Charity / Other wildlife rehabilitation / rescue injured wildlife. Rehab injuries and release / Member of Board of directors / consult with board members on how to keep the efforts of the organization viable / Start Date 7/29/2019 4) North Shore Wildlife Sanctuary/Investment related?: no/POB 214,mill neck, ny 11765, US/Charity/Advisor or advisory group member if advice given may influence an officer/board/board member/2/16/2021/ ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-14 |
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