Timothy Michael Donnelly

Current Employers

Employment History

• 09/1999 → Present
  Ubs Financial Services Inc.
  Red Bank, NJ

Other Businesses

1)J.H.S. TRUST / 331 NEWMAN SPRINGS ROAD RED BANK, NJ 07701 / TRUST / OTHER TRUST / INVESTMENTS / IS THIS AN INDUSTRY SECTOR ORGANIZATION? N/A / TRUSTEE / MANAGE INVESTMENTS AND DISTRIBUTE INCOME / WILL YOU HAVE AUTHORITY TO MAKE INVESTMENT DECISIONS ON BEHALF OF THE COMPANY? YES/ START DATE 06/17/2004 / 2 HRS PER MONTH. 2)Wildwood Golf and Country Club / 1170 golf club road cape may court house, NJ 08210 / United States / Other/ Sport & Leisure Facilities / golf club / Other / President and Member of Board of Trustees / oversight of management of club / Golf Club / one hour per month / Start Date 11/1/2018 3) Name of Organization - Catherine Street LLC; Category -real estate; Principal Business Activity - own and rent real estate; Role - Proprietor / owner; Duty-collecting rent; Compensation - No, start date-8/1/2018 4) Name of Organization - Shore Club LLC; Category- Partnership;Principal Business Activity - Ownership of Golf Corse and Clubhouse; Role -Advisor or advisory group member if advice given may influence an officer/board; Duty - One of 12-15 board members; Compensation -No, start date-11/1/2017

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-07
• S63 Uniform Securities Agent State Law Examination
  1984-10-17