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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-01-24 |
| TX | RA | APPROVED_RES | 2012-03-27 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 03/2009 | Present |
1)AWS 2009 IRREVOCABLE TRUST / CHARITABLE TRUST / TRUSTEE/ START DATE 06/01/2009. 2) ST PAULS SCHOOL FOR BOYS / PO BOX 8100 MD 21022 / EDUCATIONAL INSTITUTIONAL / CHARITY / PRIVATE K-12 SCHOOL / ADVISORY ROLE FOR SCHOOL BOARD / TRUSTEE / START DATE 08/31/2010. 3)B W S Rev, Trustto hold some of my mothers personal finical assets,LuthervilleMDUnited States,help my mother with her financial matters, Start date -1/20/2026 4)T S Jr Rev Trust,To hold some investment assets of my father,MDUnited States,help administer my fathers fincial matters, send moey to his personal acct to pay bills etc, Start date -1/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-28 |
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