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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-24 |
| TX | RA | APPROVED_RES | 2020-03-03 |
| KY | RA | APPROVED | 2013-06-12 |
Branch Locations
500 N. Hurstbourne Pkwy Suite 300, Louisville, KY 40222 • United States
Georgetown, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Louisville | KY | 07/2013 | Present |
1) Name of Business: Legacy Foundation of Kentuckiana./ Address: 1451 Harrodsburg Rd D308, Lexington, KentuckyUnited States, 40504./ Investment Related: No./ Nature: Grant Making./ Role: Member of Board of directors./ Duty: Review and approve grants to various health and wellness organizations in the surrounding areas./ Start Date: 1/1/2023./ Hours Devoted: Yes./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-11 |
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