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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2021-07-30 |
| TX | RA | APPROVED_RES | 2015-11-19 |
Branch Locations
450 Country Club Rd Suite 340, Eugene, OR 97401 • United States
Kailua-Kona, HI • United States
Eugene, OR • United States
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • 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 | Eugene | OR | 11/2015 | Present |
1) TOUCH & GO LLC; TERRITORIAL ROAD; ELMIRA, OR; LLC; PARTNER; LLC TO OWN AN AIRPLANE FOR PRIVATE USE; 0 DURING 0 OUTSIDE SECURITIES HOURS; NON INVESTMENT RELATED /// 2) BIG FISH LLC- PERSONAL FISHING CABIN; REAL ESTATE; PARTNER; LOT 42 & 43 HAGGARD COVE, BC, CANADA; 0 HOURS /// 3) Terry Allen / Eugene, OR 97404 / Sole proprietorship / Transport / Airplane rental / Sole proprietorship / Owner-all discisions / Start Date 6/10/15 /// 4) Terry Allen / Eugene, OR 97404 / Sole proprietorship / Hotels, Breweries, Pubs & Restaurants / vacation house rental / Sole proprietorship / Owner / Start Date 2/7/07 /// 5) Reel Kona Partnership / Partnership / Shared ownership in a private boat / Partner / Over see maintenance of boat 6) 7 Fox LLC, Partnership in a airplane, Partner, Ownership in the airplane, start date-1/16/2023, Springfield OregonUnited States-97477
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-03 |
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