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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-20 |
| TX | RA | APPROVED_RES | 2011-09-23 |
| DC | RA | APPROVED | 2011-08-18 |
| MD | RA | APPROVED | 2011-08-05 |
Branch Locations
1700 M Street Nw 5Th Floor, Washington, DC 20036 • United States
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 08/2011 | Present |
1)Jubilee / 10408 Montgomery Avenue Kensington,MD 20895 / Foundation/ Charities, Cultural, Educational & Political Organisations / Charity , helping disabled adults / Member of Board of Directors / / spending time with disabled adults / Start Date 7/1/10 / 2)Easter Seals / 1420 Spring Street Silver Spring,MD 20910 / Foundation/ Other Provides services to again adults, autism, wounded wariors / chairty that supports the aging public, VETS, Autistic individuals / Member of Board of Directors / / hands on help with patients, attending dinners and galas / Start Date 1/1/15 / 3)Hearts and Homes for Youth / 3919 National Drive Suite 400 Burtonsville,MD 20866 / Other/ Other provide counseling , support to troubled youth / helping youth with support, advocacy, counseling and activities to make them outstanding citizens / Member of Board of Directors / / hands on help with kids, working on homes, painting, giving clothes, going to galas and golf events / Start Date 4/1/10 Non Profit Charity / 4) Northern Virginia Chamber / 7900 Westpark Drive, Suite A550 Tysons Corner,VA 22102-3853 / Association (i.e., Trade or Industry, Sport...)/ Services (Business, Professional, Support) / A business league , represents all of the business in the region / Member of Board of Directors / / Quarterly meetings, discuss membership / Start Date 01/01/2015/ End date 01/01/2018/ 43101 / 5) NAME OF OTHER BUSINESS: The Association for Corporate Growth (ACG) / INVESTMENT RELATED?: N / ADDRESS: 227 W. Monroe Street, Suite 2100, Chicago , IL 60606 / NATURE OF THE BUSINESS: Company/ POSITION: Board Member / DUTIES: Help with membership committee and the ACG Corporate Growth Awards / START DATE: 09/26/22 / HOURS DEVOTED TO BUSINESS: Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-16 |
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