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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-06-28 |
| NJ | RA | APPROVED | 2012-02-24 |
Branch Locations
501 Fellowship Road, Mt. Laurel, NJ 08054 • United States
Marlton, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Mt. Laurel | NJ | 02/2012 | Present |
1) B & R REAL ESTATE / CHERRY HILL, NJ / PARTNERSHIP / REAL ESTATE / PURCHASE AND SALE OF REAL ESTATE / PARTNER / MANAGEMENT OF REAL ESTATE / START DATE 03/12/2012 / 6 HOURS PER WEEK. /// 2) B ZEITZ REAL ESTATE / MARLTON, NJ / PARTNERSHIP / REAL ESTATE / MANAGEMENT OF REAL ESTATE / PARTNER / MANAGEMENT OF REAL ESTATE / START DATE 03/12/2012 / 2 HOURS /// 3) WILKINS PROPERTIES LLC / MARLTON, NJ / PARTNERSHIP / REAL ESTATE / PURCHASE AND RESALE OF PROPERTY / PARTNER / INVESTOR / START DATE 1/1/2014 /// 4) LLC to be formed after approval / Marlton, NJ / Partnership / Other / Automobiles / Purchase and sell automobiles / Partner / Provide investment capital as a passive partner / Start Date 9/1/16 /// 5) Secured High Yield, LLC / Company / This is an LLC that my already disclosed LLC owns. It is set up to own rental real estate properties. / Proprietor / owner / Manage real estate rental properties 6) Tristate Real Estate, LLC / Partnership / Purchase and resale of real estate. This LLC will be owned by my existing LLC, B. Zeitz Real Estate Investments, LLC. / Proprietor / owner / Determining which properties to be purchased and repairs that need to be done to resell.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-20 |
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