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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-30 |
| KY | RA | APPROVED | 2014-04-11 |
Branch Locations
500 N. Hurstbourne Pkwy Suite 300, Louisville, KY 40222 • United States
5120 Village Square Drive, Paducah, KY 42001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Louisville | KY | 01/2014 | Present |
Project Latin America / 6120 Regal Springs Drive, Louisville, KY 40205 / Other/ Charities, Cultural, Educational & Political Organisations / Building homes for impoverished Latin American families / Officer / Attend annual board meeting, vote on proposals / Start Date 5/1/10 / Charity 2)St. Joseph Children's Home,KentuckyUnited States,Charity,St. Joseph Children's Home has evolved throughout the years to become a multi-faceted, child caring nonprofit licensed by the Commonwealth of Kentucky with the mission of providing inclusive and compassionate care to ensure a safe home and bright future for every child in our diverse community.Advisor or advisory group member if advice given may influence an officer/boardI am an advisory member of the finance committee. We assist and provide perspective on financial matters that eventually get elevated to the organization's board of directors.Start date -10/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-11 |
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