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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-01 |
| TX | RA | APPROVED_RES | 2021-03-15 |
Branch Locations
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
805 Sw Broadway Suite 2600, Portland, OR 97205 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Portland | OR | 07/1994 | Present |
Peace Health Southwest Medical Center Foundation / 400 NE Mother Joseph Place Vancouver, Washington 98664 / United States / Foundation/ Health Care & Pharmaceuticals / Raise awareness and assist with marketing of the Foundation / Other / Member of a planned giving committee / attend 4 meetings/year and offer insight where needed / Start Date 7/16/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-19 |
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