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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-12-03 |
| GA | RA | APPROVED | 2003-03-05 |
Branch Locations
3560 Lenox Road Ne 28Th Floor, Atlanta, GA 30326 • United States
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
Dallas, TX • 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 |
|---|---|---|---|---|
| Painewebber, Inc | Atlanta | GA | 11/1996 | Present |
| Ubs Financial Services Inc. | Atlanta | GA | 11/1996 | Present |
1) The Deutsch Family Trust / Iinvestment related?: yes/Dallas,TX 75230/ Trust/ Other Investment in Real Estate & securites for beneficiaries / Own residence for beneficiary, invest in securities / Trustee / / Invest liquid assets of about 265,000, oversee ownership of primary residence of beneficiary / Start Date 12/10/2012 / about 30 minutes once per month to talk to beneficiary 2) Sean Dany Irrevocable Trst DTD July 10, 2003/ investment related?: yes/ 100 Crescent Court, Suite 600, Dallas, Texas, 75201/ Investment Management/ start date:7/10/2003
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-09 |
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