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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-12 |
| NE | RA | APPROVED | 2022-06-17 |
Branch Locations
8415 Maddox Drive Suite 101, Lincoln, NE 68520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Lincoln | NE | 04/2022 | Present |
| Union Bank & Trust Company | Lincoln | NE | 01/2017 | 04/2022 |
| Archdiocese Of Omaha | Omaha | NE | 01/2016 | 01/2017 |
1) Name of Business: St. Joseph Catholic Church./ Address: 7900 Trednwood Dr.Lincoln./ Investment Related: No./ Nature: Faith and educational formation in the Catholic tradition./ Role: Advisor or advisory group member if advice given may influence an officer/board./ Duty: Advise on financial matters of the Church and School./ Start Date: 7/3/2017./ Time Required: Yes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-16 |
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