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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2011-08-15 |
Branch Locations
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 | Rochester | NY | 03/2011 | Present |
1) ALZHEIMERS ASSOCIATION / 435 EAST HENRIETTA ROAD ROCHESTER,NY 14620 / OTHER/ OTHER NON PROFIT / SUPPORT AND RESEARCH OF ALZHEIMERS DISEASE / MEMBER OF BOARD OF DIRECTORS / START DATE 11/19/2012 /// 2) Planned Parenthood of Central New York/Investment related?: yes/114 University Ave, Rochester, New York,14605/Charity/Advisor or advisory group member if advice given may influence an officer/board/monitor and evaluate the retirement plan and endowment/Start date:2/27/2018/Time req'd during working hours?: no /// 3) The Chatterbox Club; 25 North Goodman St., Rochester, NY 14607; private women's club; Sport & Leisure Facilities; presentation of community programs; Member of Board of directors; Member of the grant making committee; treasurer; Start date: 5/21/2024 4) Jewish Community Center, Advisor or advisory group member if advice given may influence an officer/board, member of the finance committee, start date-1/1/2002, Rochester NYUSA14618.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-10 |
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