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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-06-30 |
| FL | RA | APPROVED | 2007-04-03 |
Branch Locations
5007 Horizons Drive, Columbus, OH 43220 • United States
801 Laurel Oak Drive Suite 500, Suntrust Building, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Naples | FL | 03/2007 | Present |
1. The Shaw/Ferriel Foundation-although this name may be modified, This is a private family foundation for purposes of philanthropy, I will be the funding source, None after the funding, start date-12/10/2021, Naples/CollierFlorida United States-34108.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-10 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-10 |
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