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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-03 |
| FL | RA | APPROVED | 2011-10-31 |
Branch Locations
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States
West Palm Beach, FL • 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 | Palm Beach | FL | 10/2011 | Present |
1) NAME: ADELAIDE G. WALDRON TRUST INVESTMENT RELATED: (YES OR NO) YES ADDRESS: 1170 BREAKERS WEST BLVD., WEST PALM BEACH, FL, 33411 NATURE: LIFE INSURANCE TRUST YOUR POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE: 03/03/06 NUMBER OF HOURS DEVOTED PER MONTH: 10 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 2 PER MONTH DUTIES: TRUSTEE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-09 |
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