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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-01-11 |
| ME | RA | APPROVED | 2021-09-13 |
| TX | RA | APPROVED | 2021-09-10 |
Branch Locations
67 Merchants Row Suite 102, Rutland, VT 05701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2010 | 09/2021 |
| Ubs Financial Services | Rutland | VT | 09/2021 | Present |
1) Visiting Nurses Association & Hospice of the Southwest Region, 7 Albert Cree Rd Rutland VT United States- 05701, Association (e.g. Trade or Industry, Sport), Health Care & Pharmaceuticals, (VNAHSR) has served vulnerable populations such as at-risk children, the elderly, those with disabling and chronic illness, and people facing the end of life, delivering a wide-range of advanced medical care with compassion, dependability, and expertise to people of all ages, Member of a committee with management / supervisor functions, "Role of Treasurer - as such shall have general supervision of the financial affairs of the Corporation subject to the control and direction of the board of directors and shall make periodic reports and recommendations to the Board concerning the financial affairs of the corporation, Serve on a minimum of one committee, at the request of the BOD, i.e., Trusteeship, Human Resource, Development, Quality Assurance and Performance Improvement (QAPI), Investment, Finance or a fundraising event committee, Participate in a home visit with a nurse. By experiencing firsthand the value of VNAHSR services, you will be able to advocate more effectively for support. Contribute direct financial support to VNAHSR services. It is expected that 100% of the Board will contribute a personal gift annually. Also, it is encouraged that you support the United Way Campaign in your area as the United Way supports VNAHSR annually, Attend Board of Directors meetings held six times each year and special Board functions." start date-1/3/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-31 |
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