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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-06-04 |
| NJ | RA | APPROVED | 2006-06-21 |
Branch Locations
4400 Post Oak Parkway, Houston, TX 77027 • United States
1285 Avenue Of The Americas 20Th Floor, New York, NY 10171 • United States
Cypress, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Houston | TX | 05/2014 | 11/2016 |
| Ubs Financial Services Inc. | Houston | TX | 12/2016 | Present |
Certified Financial Planner Board of Standards / 1425 K Street NW #800WashingtonDCUnited States20005 / Certified Financial Planner Board of Standards, Inc. is an American 501 certifying and standards-setting organization that administers the Certified Financial Planner certification program and oversees more than 89,000 professionals using the CFP® certification in the United States / Foundation / Be a part of the process to assist in identifying the most deserving candidates for scholarship award and continue to promote the growth of the financial planning profession. / Volunteer for the CFP Board Center for Financial Planning Scholarship Review Panel. / 4/18/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-07 |
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