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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-04 |
| FL | RA | APPROVED | 2013-02-28 |
| TX | RA | APPROVED_RES | 2013-02-28 |
Branch Locations
1010 S Federal Highway Suite 2601, Hallandale Beach, FL 33009 • United States
Miami Beach, 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 | Aventura | FL | 02/2013 | Present |
1) Rayal / INVESTMENT RELATED?: YES / 9401 Collins Ave. Apt. 607 Surfside, FL 331545 / LLC to hold condo property in SF / Partner / Passive owner / START DATE: 10/17/2018 /// 2) The foundation of the Greater Miami Jewish Federation / 4200 Biscayne Blvd., Miami ,FL 33137 / Foundation / Charity / To review recommendations of the investment consultant for the Greater Miami Jewish Federation / This is not a board position. This is an advisory committee whose sole role is to review the recommendations of the investment consultant. / 3 meetings per year of aprox. 2 hours each / Reviewing the recommendations of the consultant and the performance of the fund / The committee does not recommend managers or specific investments / Start Date: 5/15/2008 3) Name of Business: ICA museum Miami./ Address; 61 ne 41st street miami florida United States33137./ Investment Related: No./ Nature: contemporary art museum./ Role: member of the investment committee./ Duty: the investment committee is comprised of 5people after I official join.The committee will have a quarterly zoom call for aprox. one hour to review the investment portfolio performance and to review any recommendations that the cfo wants to make,The committee will also be responsible for reviewing the overall asset allocation and to make recommendations about possible changes.The committee will also assist the cfo in determining how to invest best invest short term cash.The maximum maturity can not exceed 6 months and is limited to cd and US Treasuries.None of this business will be done at UBS and I will not be compensated in ant way./ Start Date: 6/30/2023./ Hours Devoted: no./ time required: n/a.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-31 |
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