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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-10 |
| FL | RA | APPROVED | 2013-07-11 |
| NJ | RA | APPROVED | 2013-06-18 |
| GA | RA | APPROVED | 2013-06-12 |
Branch Locations
100 S.E. 2Nd Street 25Th, Miami, FL 33131 • United States
Delray Beach, FL • United States
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
2 disclosure categories 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. | Miami | FL | 06/2013 | Present |
Name of Business- Delaire Country Club. / Address- Delray Beach, FL 33445 / Investment Related- NO / Nature- Residential country club. Provides recreational and dining services / Role- Member of Board of directors / Duty- Member of Board of directors / Start Date- 3/13/2024 / Time Required- NO Congregation B'nai Israel , Boca Raton United States , Religious organization Other Religious organization Reform Jewish Congregation , President of the Board of Trustees. Run monthly Board and Executive Board meetings. Meet as needed with the Executive Director and Clergy ,Start date 7/1/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-23 |
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