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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-05 |
| TX | RA | APPROVED_RES | 2014-02-26 |
| GA | RA | APPROVED | 2014-01-14 |
Branch Locations
3560 Lenox Road Ne 28Th Floor, Atlanta, GA 30326 • United States
Orlando, FL • United States
Alpharetta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 01/2014 | Present |
1) Big Bumper Company / 1678 Kilough Church Road Dawsonville, GA 30534 / Partnership/ Retailers (Apparel, Food, General) / Manufacture and sale bumpers for marine / Partner / Investor and decision maker / Start Date 5/15/15 /// 2) Name of Business: Discount On Dining LLC./ Address: 9385 Royal Estates BlvdorlandoUnited States 32836./ Investment Related: Yes./ Nature: discount card for restaurants./ Role: Partner./ Duty: overall vision and structure of the company./ Start Date: 12/4/2023./ Time Required: No 3) Canalview Travel, Fulton New York United States-13069, Company, Travel agency, I will be a board member for the travel agency that my mom owns for the sole purpose of selling it. That's it. It's required by company bylaws that she name 2 board members before she can sell it. She is the executor of her late husbands estate and needs to name herself president so she can sell it, Member of Board of directors, To be named as board member/family member to sell the agency, start date-11/11/2024 4)Ways To Pay,,United States,Its a technology platform for businesses and individuals looking for a platform to transact business,To provide the ability with technology to transact business to business, business to person for payment of goods and services.Inactive / DormantPartnerVison of company and future services we might offer on our technology platform. Start date -8/1/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-15 |
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