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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-02-01 |
| PA | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED_RES | 2022-01-04 |
| MD | RA | APPROVED | 2016-01-28 |
Branch Locations
7272 Wisconsin Avenue 23Rd Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Bethesda | MD | 08/2015 | Present |
NAME OF OTHER BUSINESS: Financial Educators Network/ INVESTMENT RELATED?: N / ADDRESS: 300 Oswego Pointe DrLake Oswego, Oregon/ NATURE OF THE BUSINESS: Education / POSITION: Lecturer/Teacher/ DUTIES: Adjunct Professor/ START DATE: 3/31/2023/ HOURS DEVOTED TO BUSINESS:NA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-28 |
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