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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-28 |
| UT | RA | APPROVED | 2016-12-20 |
Branch Locations
8 Essex Center Drive 2Nd Floor, Peabody, MA 01960 • United States
38 Essex Street #2, Andover, MA 01810 • 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 |
|---|---|---|---|---|
| Andover Equity Associates | Andover | MA | 07/1991 | 11/2016 |
| Ubs Financial Services Inc. | Peabody | MA | 11/2016 | Present |
1) Haitian Health Foundation/ investment related?:yes / 97 Sherman Street, Norwich, Connecticut, 06360, US/ Charity/ Member of Board of directors/ I have been on the Board for about a decade/ start date: 7/1/2007/ time reqd during work hours?: no /// 2) The Independent Living Corporation/ investment related?:yes / Andover, MA, 01810 US/ Real Estate/Officer/Execution of the lease as required./ start date: 1/1/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-13 |
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