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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-15 |
| CO | RA | APPROVED | 2023-12-15 |
| KS | RA | APPROVED | 2023-12-15 |
| OK | RA | APPROVED | 2021-11-30 |
| NE | RA | APPROVED | 2008-12-10 |
| TX | RA | APPROVED | 2008-12-05 |
Branch Locations
8415 Maddox Drive Suite 101, Lincoln, NE 68520 • United States
Scottsdale, AZ • United States
Lincoln, NE • 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 | Lincoln | NE | 12/2008 | Present |
1) J.M.D Revocable Trust, Commercial land to develop, Proprietor / owner, Passive investory, start date-1/27/2020, Lincoln NE United States-68520. 2)APPIAN WAY LODGING, LLC / 6007 NORMAN ROAD LINCOLN,NE 68512 / OTHER/ REAL ESTATE / BUILD & SELL HOTELS / PARTNER / / INVESTOR / VOTING MEMBER / START DATE 9/22/2014 3)MARANATHA FIRM FOUNDATION, LLC / 5233 NEW CASTLE ROAD LINCOLN,NE 68516 / COMPANY/ REAL ESTATE / OFFICE BUILDING / PARTIAL OWNER 50% / OWNER / START DATE 1/1/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-26 |
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