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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-08 |
| OH | RA | APPROVED | 2016-04-01 |
Branch Locations
New Albany, OH • United States
180 Market St. Ste. 200, New Albany, OH 43054 • 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 | New Albany | OH | 04/2016 | Present |
1) Name of business: New Albany Plain-Local Schools./ Address: 55 North High Street New Albany Ohio United States 43054./ Nature: High School Girls Tennis Coach./ Role: Girls High School Tennis Coach. Teach tennis skills and fundamentals to high school students./ Start Date: 8/1/2023 2)New Albany Community Foundation - Finance Committee ,Ohio United States , Provide programs for the city of New Albany Active , Member of a committee representing the interests of any third party, developing annual budgets, reviewing quarterly financial statements, advising the board on long-term financial stability Start date - 4/15/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-02 |
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