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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-12-08 |
| TX | RA | APPROVED | 2015-12-07 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
Wellesley, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 12/2015 | Present |
WILLIAM E.R. GREER FAMILY TRUST LOCATED AT 10 LONGWOOD DR #270 IN WESTWOOD, MA. WHICH IS A SOLE PROPRIETORSHIP (E.G. SMALL FAMILY BUSINESS)I AM A TRUSTEE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-21 |
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