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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-08-12 |
| TX | RA | APPROVED | 2000-02-04 |
Branch Locations
1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES
4400 Post Oak Parkway 17Th Floor, Houston, TX 77027 • United States
Houston, TX • 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. | Houston | TX | 02/2000 | Present |
1) TERRASEP / 958 SAN LEANDRO AVENUE, STE. 300 MOUNTAIN VIEW,CA 94043 / COMPANY/ ELECTRONIC & ELECTRICAL EQUIPMENT / CENTRIFUGAL LIQUID CHROMATOGRAPHY / MEMBER OF BOARD OF DIRECTORS / ADVISE RELATED TO THE DEVELOPMENT OF THE COMPANY IN GENERAL. / START DATE 09/03/2012 . 2) NAME OF OTHER BUSINESS:F.M.D. Trust / INVESTMENT RELATED?: Yes / ADDRESS: 1901 North Blvd Houston Texas 77098 US/ NATURE OF THE BUSINESS: Investments for the beneficiaries / DUTIES:Investment decisions for my children's trust./ START DATE: 12/31/2013/ 3) NAME OF OTHER BUSINESS:S.A.D. Trust/ INVESTMENT RELATED?: Yes / ADDRESS: 1901 North Blvd,Houston, Texas, 77098 US/NATURE OF THE BUSINESS: Investment money gifted to the beneficiaries. / DUTIES:Manage Investments, make distributions/ START DATE:12/31/2013 4) Permaseal Global LLC, Manufacturing a tire sealant. Introducing 2 companies.Phone calls relating to the introduction of 2 companies, start date-11/1/2023, PlanoTX United States-75074.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-18 |
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