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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
Branch Locations
250 Delaware Avenue, Buffalo, NY 14202 • United States
Youngstown, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Buffalo | NY | 04/2006 | Present |
| Troy And Banks | Synder | NY | 08/2004 | Present |
NATURE OF THE BUSINESS - UTILITY AUDITING COMPANY SPECIALIZING IN RETRIEVING OVERCHARGES. TITLE - CONSULTANT - (INDEPENDENT CONTRACTOR) RESPONSIBILITIES - IDENTIFY COMPANIES THAT AGREE TO HAVE THEIR UTILITY INVOICES ANALYZED FOR OVERCHARGES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-15 |
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