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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-08 |
| TX | RA | APPROVED_RES | 1993-09-29 |
Branch Locations
90 South Cascade Ave Suite 930, Colorado Springs, CO 80903 • United States
Manitou Springs, CO • United States
1 disclosure category 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 | Colorado Springs | CO | 07/2013 | Present |
1) COLORADO BATIST FOUNDATION / COLORADO BAPTIST CONVENTION CENTENNIAL,COLORADO 80112 / ASSOCIATION (I.E., TRADE OR INDUSTRY, SPORT...)/ OTHER RELGIOUS / PROVIDING INVESTMENTS AND LOANS TO TO AFFLIATED CHURCHES IN COLORADO / MEMBER OF BOARD OF DIRECTORS / / REVIEWING AND APPROVING LOANS AS WELLA S INVESTMENTS FOR AFFLIATED CHURCHES / START DATE 09/30/2013 / SEVRAL RETREATS DURING THE YAER DURING THE WORK WEEK 2) Colorado Springs Health Foundation, Colorado Springs United StatesColorado- 80901, Governmental Entity, I was appointed by the mayor of Colorado Springs and approved by the Colorado Springs City Council. The entity was formed by the City of Colorado springs to accept payments from UC health systems for the purchase of the Memorial Hospital system. The Memorial Hospital system was owned by the City of Colorado Springs ,prior to the sale. The Colorado Hospital system distributes the funds to organizations in El Paso and Teller county for health need in the community, Member of Board of directors, Monitor investments and give grants, member of the committee, start date- 1/1/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-11 |
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