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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1985-07-31 |
Branch Locations
55 Williams Street, Wellesley, MA 02481 • United States
55 William Street, Wellesley, MA 02481 • 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. | Wellesley | MA | 07/1985 | Present |
1) NTEverts 2007 GST EX.TRST. FBO Robert P Everts u/ARTFourth 111 R Everts D Everts M Hall ttes/ investment realted?; yes/ Needham, MA, 02492 US/ Trust and investments/ start date: 12/7/2021 2) NTEverts 2007 GST EX Trst FBO Albert P. Everts u/ARTFourth 111 AEverts,D Everts MHall ttees/ investment related?: / Boston, MA 02110/ manage brokerage acct. at UBS/ trust and investments/ start date: 12/7/2021 3) NT Everts 2007 GST Ex,Trst. FBO David T Everts u/ARTFOURTH 111 DEverts,R Everts,MHall ttes/ investment related?: / Medfield, MA, 02052/ trust and investments/ oversee....help with investments and planning/ start date: 12/7/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-05-11 |
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