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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2018-07-11 |
Branch Locations
250 Munoz Rivera Avenue, San Juan, PR 00918 • United States
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
Guaynabo, PR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Juan | PR | 02/2000 | Present |
| Ubs Trust Company Of Pr | San Juan | PR | 12/2010 | Present |
1) Pro Arte Musical / Edif. Torre Oriental 245 Ave. Munoz Rivera Eqs Calle Chardon Suite 601 Hato Rey,Puerto Rico 00918 / Musical Activities / Member of Board of Directors / / Coordinating Musical Events / Start Date 9/1/2015 /// 2) Yotala, LLC, This is a personal holding company to manage investment assets while providing estate tax protection from investments made outside of Puerto Rico. This vehicle was created through advise from tax counsel, Proprietor / owner, I am the managing member of this personal holding company.start date-10/25/2021, GuaynaboPuerto RIco United States-00969.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-09 |
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