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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2015-08-14 |
Branch Locations
250 Delaware Avenue, Buffalo, NY 14202 • United States
East Amherst, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Buffalo | NY | 08/2015 | Present |
1) Jennifer Walter and Paul Winterhalter JTEN/ 591 Seaview Court #210/ Marco Island /FL 34145/ United StatesNo / I purchased a condo as a second home. However, there are some months it may be rented and need to disclose rental income./ Personal Property - Rental Income/ Personal property that may derive some rental income./ Proprietor / owner/ Personal Property with rental income./ Receive compensation?: Yes/ Start Date 9/22/2020
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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