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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-03 |
| IL | RA | APPROVED | 2022-06-23 |
Branch Locations
2575 East Camelback Road Suite 900, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Mishawaka | IN | 03/2022 | Present |
| Synergy Insurance Group | Mishawaka | IN | 04/2016 | 03/2022 |
1) Name of Business: Executives' Association of Greater Phoenix./ Address: 70 S. Val Vista Dr. Gilbert AS United States 85296./Investment Related: No./ Nature: Networking association group. Provide no advice to group./Role: Active member./ Duty: Networking association group. Provide no advice to group./Start Date: 4/6/2023./ Hours Devoted: No./ Time Required: Yes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-23 |
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