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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-07-12 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
Hopkinton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 07/2008 | Present |
International Obstacle Racing Federation / One Olympic Plaza Colorado Spring ,CO 80909 / Association (i.e., Trade or Industry, Sport...)/ Sport & Leisure Facilities / To promote the sport of obstacle racing / Member of Board of Directors / Correspondence, prepare meetings, keep minutes, assist in ensuring receipt of annual fees from members, and ongoing status of members in good standing / Start Date 3/1/16 2) Name of Business: Boston Exit Planning Consortium./ Address: One Post Office SquareBOSTON MA United States./ Investment Related: No./ Nature: Goal of Boston Exit Planning Consortium - To create a true consortium of diverse professionals who are accustomed to serve as a collaborative resource for business owners trying to accelerate the value of their business as well as manage their business with transition in mind to provide the best possible outcome when that inevitable transition happens./ Role: Member of a committee representing the interests of any third party./ Duty: set up in person or virtual networking events with professionals, to collaborate on best practices for business owners who are considering a transition event down the road. I will occasionally interview another professional on a webinar designed to share their expertise for business owners./ Start Date: 1/26/2022./ Hours Devoted: N/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-09 |
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