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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-06-28 |
| TX | RA | APPROVED_RES | 2016-06-28 |
| NH | RA | APPROVED | 2016-06-27 |
| CT | RA | APPROVED | 2009-02-05 |
Branch Locations
1099 Hingham Street, Rockland, MA 02370 • United States
55 William Street, Wellesley, MA 02481 • United States
One Post Office Square, Boston, MA 02109 • United States
8 Essex Center Drive 2Nd Floor, Peabody, MA 01960 • United States
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
One Monarch Place Suite 720, Springfield, MA 01144 • 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 | Boston | MA | 02/2009 | Present |
Massachusetts Business Roundtable / 141 Tremont Street, 5th Floor Boston,MA 02111 / Other/ Services (Business, Professional, Support) / organization focuses on education, healthcare, work force development in Massachusetts / Member of Board of Directors / / attend quarterly meetings / Start Date 11/10/2016/ business leaders in the Boston Massachusetts area /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-27 |
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