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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-30 |
| VA | RA | APPROVED | 2023-05-08 |
| FL | RA | APPROVED | 2009-02-26 |
Branch Locations
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States
1044 N Us Hwy 1 Suite 204, Jupiter, FL 33477 • United States
Alexandria, VA • United States
Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Palm Beach | FL | 05/2007 | Present |
1) Catholic Diocese of Palm Beach/ investment related?: no/9995 North Military Trail, Palm Beach Gardens, FL, 33410, US/ Charity/ Oversees Catholic churches, schools, and other services in 5 county area/ Finance Council Member/ Review and vote on items concenring the financial operation of the Diocese/ start date: 9/22/2014/ time reqd during workinghours?: yes, 2 hours, once a quarter 2) Name of Business: Forum Club of the Palm Beaches, Inc./ Address: PO Box 14877 North Palm BeachFlorida United States 33408./Investment Related: No./ Nature: Non-partisan public affairs organization that hosts speakers and thought leaders in a public forum for the Palm Beach County community./ Role: Member of Board of directors./ Duty: As a member of the board of directors I will attend 4 board meetings that are held during the year./ Start Date: 8/17/2023./ Time Required: Yes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-25 |
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