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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-15 |
| NY | RA | APPROVED | 2022-09-21 |
| SC | RA | APPROVED | 2022-09-21 |
| FL | RA | APPROVED | 2022-09-19 |
| KY | RA | APPROVED | 2022-09-19 |
| MO | RA | APPROVED | 2022-09-19 |
| PA | RA | APPROVED | 2022-09-19 |
| SD | RA | APPROVED | 2022-09-19 |
| OH | RA | APPROVED | 2022-09-16 |
| TX | RA | APPROVED_RES | 2013-08-29 |
| IN | RA | APPROVED | 2013-07-05 |
Branch Locations
8801 River Crossing Blvd Suite 400, Indianapolis, IN 46240-4609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Indianapolis | IN | 07/2013 | Present |
1) MARJAC VENTURES, LLC / NON-INVESTMENT RELATED. FT.MYERS BEACH, FL 33931/ Partnership/ Operate Skyzone Franchises/ Silent partner. I have no expicit duties./ start date: 1/30/2013 /// 2) Indiana University Simon Cancer Center / Indianapolis United States,Indiana / No/ Pete Ward, BOD chairman raise funds for cancer research / No / Other / development board member / help raise funds and awareness for future cancer benefit events / Start Date 9/24/14 /// 3) Marjac Ventures Tampa, LLC/ investment related?:no / MYERS BEACH, FL 33931/partnership/ operate and manage indoor trampoline park/ Passive owner/investor/ start date: 4/2/2014 /// 4) Marjac Ventures Shawnee, LLC / Company / Operate and manage Skyzone trampoline parks / Partner / Silent partner/30% owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-31 |
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