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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-23 |
| SC | RA | APPROVED | 2009-04-23 |
| TX | RA | APPROVED | 2009-04-22 |
Branch Locations
17 West Mcbee Ave Poinsett Plaza, Greenville, SC 29601 • United States
Salem, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Greenville | SC | 04/2009 | Present |
Lakeside Lodging, LLC / United States / 25 Spy Glass Lane / Salem / SC / United States / 29676 / / No / Partnership / / Real Estate / / Rental property. Creating an LLC for protection. / Inactive / Dormant / Partner / / very little. My daughter will do the books - I'm more of a passive investor. / 0 / No / No / No / No / Start Date 01/02/2019 / / No / / No / / Yes / Yes / 25 / / Yes / Salem, SC United States of America / No / / Yes / / It's on an equal basis with other 3 partners. / No / C and K N JTWROS Rental Property of a 1 bedroom condo, Proprietor / owner, It's a rental property owned by me and my wife, start date-12/9/2019, Kiawah Island SC United States-29455
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-30 |
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