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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-06-07 |
| TX | RA | APPROVED_RES | 1998-03-04 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
305 Lytton Avenue, Palo Alto, CA 94301 • United States
775 Page Mill Road, Palo Alto, CA 94304 • United States
Iron River, MI • 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. | Palo Alto | CA | 07/1985 | Present |
IRON COUNTY MI MUSEUM ENDOWMENT BOARD / 100 BRADY AVE CASPIAN MI 49915 /SUPPORT THE MUSEUM / MEMBER OF A COMMITTEE WITH MANAGEMENT OR SUPERVISORY FUNCTIONS / ADVISE ON INVESTMENTS OF ENDOWMENT FUNDS / START DATE 09/26/2011.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-22 |
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