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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-20 |
| TX | RA | APPROVED_RES | 2007-02-28 |
| OH | RA | APPROVED | 2007-02-09 |
Branch Locations
8044 Montgomery Road The Towers At Kenwood, Cincinnati, OH 45236 • United States
Hilton Head Island, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial S. - Wilmington | Cincinnati | OH | 07/2009 | Present |
1) Ladislas & Vilma Segoe Family Foundation/ investment related?: yes/ 8050 Hosbrook RdSuite 210Cincinnati OH45236/ Assist with grant review and oversight of foundation/ start date: 7/18/2008 2) Name of the business: Friendship Farm/ Address: 19225 Hickory road, Batesville, IN, United States 47006/ Investment Related: Yes/ Investment in Company: 50%/ Nature: Recreation - primarily fishing./ Role: Proprietor, owner/ Duty: This is a recreational property I own 50/50 with my friend Tom Wolf / Start Date: 4/15/2003 / Hours Devoted: No./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-30 |
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