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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-18 |
| TX | RA | APPROVED_RES | 2021-02-16 |
| PA | RA | APPROVED | 2013-09-19 |
Branch Locations
101 West Elm Street, Conshohocken, PA 19428 • United States
Bala Cynwyd, PA • 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. | Conshohocken | PA | 09/2013 | Present |
GREATER CONSHOHOCKEN BUSINESS DEVELOPMENT CORPORATION / 10TH AND FAYETTE STS. CONSHOHOCKEN,PENNSYLVANIA 19428 / RETAILERS (APPAREL, FOOD, GENERAL) / ROMOTION OF LOCAL ECONOMY / MEMBER OF BOARD OF DIRECTORS / / COMMITTEE MEMBER, TREASURER / START DATE 11/3/2014 2)RSVP OF MONTGOMERY COUNTY / 925 HARVEST DR BLUE BELL,PA 19422 / OTHER/ OTHER CHARITABLE / COMMUNITY VOLUNTEERISM / MEMBER OF BOARD OF DIRECTORS / / FUNDRAISE / START DATE 1/3/2011 / 3 HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-04 |
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