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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-08-27 |
| FL | RA | APPROVED | 2009-02-25 |
| TX | RA | APPROVED | 2009-01-26 |
Branch Locations
101 West Elm Street, Conshohocken, PA 19428 • United States
Vero Beach, FL • 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 Inc | Conshohocken | PA | 01/2009 | Present |
1)TORRANCE ETHERIDE TRUST / TESTAMENTARY TRUST / TRUST / TRUSTEE / CLIENT OF UBS / START DATE 10/19/1989. 2)B S AIRCRAFT PARTNERS / 415 INDIES DRIVE VERO BEACH FL 32963 / SOLE PROPRIETORSHIP / TRANSPORT / AIRPLANR OWNERSHIP / SOLE PROPRIETORSHIP / PAY EXPENSES / START DATE 03/03/2003.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-10 |
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