Brett Andrew Hina

Current Employers

Employment History

• 08/2009 → 03/2025
  Ubs Financial S. - Wilmington
  Northfield, NJ
• 09/2021 → Present
  Stockton University
  Golloway, NJ
• 03/2025 → Present
  Concurrent Investment Advisors, Llc
  Northfield, NJ
• 03/2005 → 03/2025
  Ubs Financial Services Inc.
  Northfield, NJ

Previous Registrations

• 2009-08-20 → 2025-04-08
  Ubs Financial Services Inc.
  Philidelphia, PA
  Philadelphia, PA
  Northfield, NJ
  Weehawken, NJ
  Northfield, NJ
  Conshohocken, PA
  Conshocken, PA
  Philadelphia, PA
• 2002-05-08 → 2005-04-11
  Citigroup Global Markets Inc.
  Mount Laurel, NJ

Other Businesses

1) Stockton University/ Galloway, NJ, 08205/ Teaching a college course/ start date: 9/21/2021 2) Name of Business: The Starting Point./ Address; 215 Highland Ave, Suite #C Haddon Township New Jersey United States 08108./ Investment Related: No./ Nature: The Starting Point, Inc. of New Jersey is a nonprofit education, referral, and resource center for individuals and families seeking support for addiction recovery, mental wellness and personal growth. We are where to turn when you, your partner, your child, your parent, your neighbor, or your friend is struggling with depression, addiction, marital problems, grief, anxiety, or a family crisis./ Role: Member of Board of directors./ Duty: Board Member./ Start Date: 8/1/2023./ Time Required: N/A. 3) Cornerstone Private Wealth Partners; Investment Related? Yes; 1555 Zion Road, Northfield NJ 08225; Support Company/DBA; Founding Partner; Start Date: 03/07/2025; Hours/Mo:  160; Trading Hours/Mo: 140; DBA under which name advisory business will be conducted. 4) Fixed Insurance, Investment Related - Yes, 1555 Zion Rd, Ste 204, Northfield, NJ 08225, Start Date 3/7/2025, approximately 1% of hours/month dedicated to this activity. Provide insurance advice based on the needs of clients. 5) Cornerstone Wealth Management Holdings, LLC. Investment Related. 1555 Zion Rd, Ste 204 Northfield, NJ 08225. Less than1% of hours/month during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-25
• S63 Uniform Securities Agent State Law Examination
  1994-04-14

Other Names

• Brett Hina