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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-07 |
| FL | RA | APPROVED | 2016-01-07 |
| TX | RA | APPROVED | 2016-01-05 |
Branch Locations
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States
Sun Valley, ID • United States
Chagrin Falls, OH • United States
Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Palm Beach | FL | 01/2016 | Present |
1) A.T.V.H. Revocable Trust/ NYC, NY, 10009 US/ Trustee of the Revocable Trust/ start date: 06/07/ 2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-30 |
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