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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1996-01-30 |
| TX | RA | APPROVED_RES | 1990-07-26 |
Branch Locations
8020 Excelsior Drive Suite 400, Madison, WI 53717 • 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. | Madison | WI | 04/1984 | Present |
1)SYENE ROAD PROPERTY GROUP LLC / 4273 BLACKSTONE COURT MIDDLETON WI 53562 / COMPANY / REAL ESTATE / INVESTMENT REAL ESTATE / OFFICER / BUYING,SELLING & MANAGING REAL ESTATE / START DATE 08/12/2011. 3)301 JUNCTION ROAD PROPERTY GROUP, LLC / 4273 BLACKSTONE CT MIDDLETON,WI 53562 / COMPANY/ REAL ESTATE / ENTITY OWNS COMMERCIAL REAL ESTATE / PARTNER / / LANDLORD / START DATE 8/18/2014 5) Andrew & Anna Burish / 315 E. Dean street Unit B42 Priority Letter E3, Aspen Residence Club and Hotel Condo, Aspen, CO 81611 / United States / No / Partnership / 2 Bedroom Condo in Aspen, CO - Will rent out periodically / Proprietor / owner / Hire rental agent / No / Start Date 11/11/2019 / 6) Manufacturers Property Group/ investment related?:yes / Verona, WI, 53593 US/ partnership/ Real Estate/ Invest in commercial property/ Partner/ Renting offices, property management/ start date: 2/28/2022/ time reqd during working hours?: no 7) Boys and Girls Club of Dane County / 1818 W Beltline HighwayMadisonWI53713 / Charity / Help at risk youth / Direct resources of the organization and fund raising / Member of Board of directors / Start Date: 3/1/2022 8) Andrew BurishPurchased home for disabled nephew. He is paying rent to me, Proprietor / owner, I own the house and collect the rent. Responsible for repairs and maintenance, start date-9/6/2018, Wausau WIUnited States-54401. 9) Dairy Drive Warehouse LLC , WI United States, Commercial Warehouse - Will rent space , Executive director , Oversee operations of constructing and renting a warehouse, Start date -4/15/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-25 |
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