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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-12-20 |
| PA | RA | APPROVED | 2012-08-22 |
| TX | RA | APPROVED | 2009-01-26 |
Branch Locations
101 West Elm Street, Conshohocken, PA 19428 • United States
Vail, CO • United States
Coopersburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Conshohocken | PA | 01/2009 | Present |
1) THE VILLAGE AT SUMMIT CREST, LLC; Coopersburg, PA ; 19460 MOBILE HOME PARK, DUTIES:ACCOUNTING; BILL PAYING CHECK WRITING, TAX PREPARATION START DATE: 10-NOV-2003, HOURS DURING THE MONTH:11-20. 1 - 10 DURING TRADING HOURS. /// 2) SUMMIT CREST HOMES, INC.; INVESTMENT RELATED; Coopersburg, PA; RETAIL SALES; PRESIDENT AND TREASURER; STARTED 07-JUN-2007;1-10 HRS PER MO ALL DURING TRADING;ACCOUNTING, BILL PAYING, CHECK WRITING, FINANCIAL OVERSIGHT, TAX PREPARATION /// 3) BRADLEY MANAGEMENT GROUP, INC.; Coopersburg, PA; INVESTMENT PROPERTY MANAGEMENT; ANALYZE INVESTMENT REAL ESTATE FOR POTENTIAL ACQUISITION; RUNNING AND RENTING EXISTING UNITS; PRESIDENT; 9/09/02; 16HRS MNTH; 0HRS DRNG TRDNG; NOT INVST RLTD /// 4) THE VILLAGES AT RIVERVIEW, LLC / Coopersburg, PA / OTHER / REAL ESTATE / MOBILE HOME PARK / OTHER / MANAGING MEMBER / SUPERVISE PARK MANAGERS / START DATE 11/05/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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