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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-07-05 |
Branch Locations
1285 Avenue Of The Americas, New York, NY 10019 • United States
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bsw Holdings Llc | 34 Vanderbilt Road Manhasset | NY | 01/2016 | 05/2016 |
| Ubs | Weehauken | NJ | 05/2016 | Present |
1) SI Selections Fund (aka Seed Invest) /Investment related/222 Broadway, New York NY 10038/early stage private equity fund/2015 start date/no time commitment as minority/passive investor /// 2) DTYM LLC/Investment related/Manhasset NY 11030/Single Family Rental RE/Partner/2015 start date/no time commitment as investment overseen by asset manager /// 3) BSW Holdings LLC/Investment related/Manhasset NY 11030/Consumer loan portfolio, stocks, bonds, etfs and mutual funds/Principal member/2009 start date of LLC/no time commitment as accounts being moved to and overseen by UBS /// 4) OWM LLC/Investment related/Manhasset NY 11030/Single Family Rental RE/2012 start date/no time commitment as investment overseen by separate asset manager /// 5) New Empire Inc/Investment related/3056 Valentine Place, Wantagh NY 11793/Automobile service-wash business/2016 start date/no time commitment as minority/passive investor /// 6) Vivex Biomedical Inc/Investment related/ 1755 West Oak Parkway, Suite 200, Marietta GA/Biomedical/2015/no time commitment as minority/passive investor /// 7) KVB & Associates, LLC/Investment related/3056 Valentine Place, Wantagh NY 11793/Automobile service-wash/2016/no time commitment as minority/passive investor /// 8) Skidmore Management Company LLC/Investment related/Saratoga Springs NY 12866/Single Family Rental RE/2016 (not yet closed)/no time commitment as investment overseen by separate asset manager /// 9) Real Estate/ investment related?:yes / Manhasset, New York, US,11030/real estate investment/Ownership - purchase, sale and rental. Day to day management done by property mgr./ start date: 2/10/2021 /// 10) 189 Maple Avenue, LLC,New YorkUnited States,Real Estate,Residential and multifamily real estate investment - the Clearing in Lees summit Missouri,ActivePartner,passive investor,Start date -8/31/2025 11) Magnolia Ridge Apartments / Partnership / Multifamily apartments / Other / limited partner - passive investorinvestor - no active role
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-19 |
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