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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-12-03 |
| TX | RA | APPROVED_RES | 2007-02-28 |
| CA | RA | APPROVED | 2007-02-09 |
| OH | RA | APPROVED | 2007-02-09 |
Branch Locations
18500 Lake Road Suite 400, Rocky River, OH 44116 • United States
Edwards, CO • United States
Dr Rocky River, OH • 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. | Rocky River | OH | 02/2007 | Present |
1) Name of Business: Country Club of the Rockies./ Address: 676 Sawatch Dr Edwards CoUnited States./ Invetsment Related: No./ Nature: Golf Social./ Role; Member of Board of directors./ Duty: Guide the management of the club./ Start Date: 10/26/2023./ Time Required: N/A. 2) Q Casita 4 LLC, Rental Property, Proprietor / owner, We will start renting property when it is built, start date-8/1/2023, San Jose Del Cabo Mexico23400
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-01 |
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