Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2002-11-08 |
| TX | RA | APPROVED | 2002-11-08 |
Branch Locations
55 Williams Street, Wellesley, MA 02481 • United States
55 William Street, Wellesley, MA 02481 • United States
South Chatham, MA • United States
Natick, MA • 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. | Wellesley | MA | 11/2002 | Present |
1)KEYSER PROPERTIES LLC / NATICK MA 01760 / COMPANY / REAL ESTATE / REAL ESTATE DEVELOPMENT, RENOVATION AND RELATED ACTIVITES. I WILL BE THE SOLE MEMBER FOR THE PURPOSE OF PURCHASING REAL ESTATE. ANY CHANGES IN MEMBERSHIP PARTICIPATION WILL FIRST BE CLEARED WITH MY BRANCH MANAGER. / OTHER OWNER OF LLC / MANAGER AND SOLE MEMBER / START DATE 07/12/2004. 2)INVESTMENT RELATED?: Yes / ADDRESS: 24 Rawson St Unit 2 Boston MA 02125 US/ NATURE OF THE BUSINESS: Rental Real Estate/ POSITION:Owner/ DUTIES Landlord/ START DATE:4/26/2019 3) Loon Mountain Ski Resort/ Role -Professional Ski Instructor, Part-Time Weekends and holidays. 4) Rental Real Estate, Proprietor / owner, Landlord, start date-4/23/2018, South BostonMAUnited States 5) Rental Property, Proprietor / owner, landlord, start date-1/1/2018, Boca Raton FL United StatesFl.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-24 |
Reach out to this advisor