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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-01-31 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
Centerville, MA • United States
Winchester, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 01/2006 | Present |
1) Patrick's Promise; Natick, MA 01890; Foundation; Charities, Cultural, Educational & Political Organisations; raising funds and awareness; Member of Board of Directors; meetings; Start Date 2/10/15 /// 2) D.F. Trust; durable POA when needed for my mother; Natick, MA 01760; POA for my mother and her trust; Start date: 3/1/2024; Involves securities trading: Yes 3) J.G.F. TTEE, The F Irrevocable Life Insurance Trust dtd 1/25/18, Irrevocable Life Insurance Trust to hold a second to die insurance policy, Trustee to execute the plans identified in the Will and Trust documents at the passing of B and P.F. , Start date-3/19/2018, OHUnited States-45066-9135
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-12 |
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