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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-08 |
| NY | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
1055 Franklin Avenue Suite 300, Garden City, NY 11530 • United States
333 Earle Ovington Blvd Suite 600, Mitchell Field, NY 11553 • United States
Atlantic Beach, NY • United States
Lauderdale By The Sea, 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 | Mitchell Field | NY | 09/2001 | Present |
1) Lawrence Yacht and Country Club - Men's Tennis Club/ investment related?: no/ 101 Causeway, Lawrence, New York, 11559/ Will be President of the tennis club, organizing events, matches, tournaments and other tennis related events and functions/ start date; 9/1/2021 2) Name of The Business - Long Island Lodge Bnai Brith #1353; Outside Business Activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-20 |
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