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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-04 |
| NY | RA | APPROVED | 2021-10-26 |
Branch Locations
250 Delaware Avenue, Buffalo, NY 14202 • United States
Key Largo, 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 Inc. | Buffalo | NY | 10/2013 | Present |
1)Center for Hospice and Palliative Care of WNY/ 225 Como Park Blvd/ Cheektowaga/ NY/ Chair of the Quality Assurance Committee & member of the Investment, Finance and Executive Committees/ Hospice Buffalo is a non profit that provides end of life care and support to those in need and their families/ start date: 12/20/2017 2)Western New York Public Broadcasting Foundation / 140 Lower Terrace St Buffalo, NY 14202 US/ Chair Investment Committee, Treasurer & Director/start date: 12/9/2020 3) Buffalo Toronto Public Media, BuffaloNY United States-14202, Education, Public Broadcasting TV & Radio in Western new York and lower Ontario, Member of Board of directors, Attend quarterly board meetings, sit on finance & benefits committee, treasurer of foundation board & chair of Investment Committee, start date-1/1/2024. 4) The Buffalo Yacht Club,NYUnited States,,Yacht ClubSport & Leisure Facilities,The yacht club owns a club house and marina and oversees recreational pleasure boating,Member of Board of directorsMember of board of directors and on the finance committee & Treasurer, Start date -1/19/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-16 |
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