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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-21 |
Branch Locations
1604 Hewitt Avenue Suite 601, Everett, WA 98201 • United States
Monroe, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Everett | WA | 05/2022 | Present |
| Fern Expo / Triumph Expo | Tukwila | WA | 04/2017 | 05/2022 |
| Cort Party Rental | Everett | WA | 04/2015 | 04/2017 |
1) Frank Wagner Elementary PTO, Monroe WA United States- 98272, Educational Establishment, PTO for elementary school which plans and executers fundraisers and school events throughout the school year including. The PTO sets a yearly fundraising budget goal and uses all funds for the benefit of the school and students, Member of Board of directors, The vice president shall perform the duties of the president in their absence, assist the president in preparing meeting agendas, coordinate with committees such as the yearbook committee, solicit donations from local business, and act as a chairperson for the fundraising committee, start date-9/10/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-21 |
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