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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-12-13 |
| TX | RA | APPROVED | 2019-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boston | MA | 06/2009 | 12/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 12/2019 |
| Ubs Financial Services, Inc. | Boston | MA | 12/2019 | Present |
1. Rental Property; Investment related Yes; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Dec/2017; During business hours: 0; After business hours: 0; I am buying a rental property and renting it out 2. Rental Property; Investment related Yes; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1; Renting out current home. 3. Reuben Fink / United States / 236 Commercial St, Boston, MA 02109 / Sole Proprietorship / Real Estate / Renting a house. Landlord / finding someone to fix something if anything goes wrong in the house / Investment in Company?: YES; 100 / Authority to Make Investment Decisions?: YES / Start Date 1/1/2019 4. 542 Commercial Street / United States / 542 Commercial Street, Boston, MA 02109 / Ownership of rental property - 542 Commercial Street, Boston MA / Landlord of property / Receive Compensation?: YES / Investment in Company?: YES; 100% / Start Date 12/1/2017 5. R and L.F. , newtonmaUnited States-02465, RentaL real estate , plan to rent primary residence if i move, Real Estate, rent primary, rent primary residence when moverent primary residence when move, start date-6/10/2025, Investment related-Yes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-17 |
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