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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| PA | RA | APPROVED | 2012-08-23 |
| TX | RA | APPROVED_RES | 2009-06-25 |
| NJ | RA | APPROVED | 2008-05-21 |
Branch Locations
501 Fellowship Road, Mt. Laurel, NJ 08054 • United States
1735 Market Street, 44Th Floor Mellon Bank Ctr., Philadelphia, PA 19103 • United States
Mellon Bank Center 1735 Market Street, Philidelphia, PA 19103 • United States
Marlton, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Philadelphia | PA | 03/2005 | Present |
5229 Woodland Ave., Pocono Pines, PA 18350 / United States / 5229 Woodland Ave., Pocono Pines, PA 18350/ Other / Investment property / Real Estate / Rental Property / Proprietor / owner / Maintenance / Investment in Company?: YES, 100% / Authority to Make Investment Decisions?: YES / Start Date 1/1/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-05 |
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