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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-30 |
| NC | RA | APPROVED | 2009-05-22 |
| TX | RA | APPROVED_RES | 2009-04-23 |
Branch Locations
380 Knollwood Street, Winston-Salem, NC 27103 • 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 | Winston-Salem | NC | 04/2009 | Present |
NAME OF OTHER BUSINESS: Executor of estate of Joanne Beedle. Also named as a beneficiary. No fees / INVESTMENT RELATED?:N / ADDRESS: 11250 Old St. Augustine Road 15-348 / NATURE OF THE BUSINESS: Executor of the estate and named as beneficiary / POSITION: Executor of the estate / DUTIES: Settle the estate/ START DATE:9/11/2019 / HOURS DEVOTED TO BUSINESS: NA trellis supportive carehospice and palliative care supporter, Member of Board of directors, board of directors helping to manage the operating financesstart date-8/1/2023, winston-salem nc United States-27103.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-03 |
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