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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-23 |
| CT | RA | APPROVED | 2001-05-04 |
Branch Locations
600 Washington Blvd 9Th Floor, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Stamford | CT | 11/1999 | Present |
ASSOCIATE OF STAMFORD HEALTH FOUNDATION 2)ACADEMY OF CERTIFIED PORTFOLIO MANAGERS / 12011 TEJON STREET SUITE 700 WESTMINISTER,CO 80234 / OTHER/ EDUCATION / EDUCATION OF PORTFOLIO MANAGERS / OFFICER / / TREASURER ACTIVITES / START DATE 6/5/2014 / BOARD MEETINGS 3) M.V. Irrevocable Trust, Trust for the minor daughter for the client, Trustee, start date-5/31/2018, StamfordCT United States-06071.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-08 |
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