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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-10 |
| NY | RA | APPROVED | 2021-10-26 |
Branch Locations
400 Linden Oaks, Rochester, NY 14625 • United States
Canandaigua, NY • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Rochester | NY | 02/2009 | Present |
1) Landmark Society of Western New York / 133 South Fitzhugh Street New York, Rochester 14608 / Charity/ Charity / Chair an 8 person investment committee / Advisor or advisory group member if advice given may influence an officer/board / I chair the investment committee oversees an endowment and utilizes a strict Board approved investment policy. / Start Date 1/2/2007 /// 2) Landmark Society of Western New York / 133 South Fitzhugh Rochester, New York 14608 / Charity/ Charity / Member of Finance Committee / Advisor or advisory group member if advice given may influence an officer/board / Review finances of the organization / Start Date 4/2/2018 /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-04 |
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