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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-01-05 |
| FL | RA | APPROVED | 2009-02-25 |
Branch Locations
201 N. New York Avenue 3Rd Floor, Winter Park, FL 32789 • 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 | Winter Park | FL | 11/2013 | Present |
NAME OF OTHER BUSINESS: Shepherd's Hill Academy / INVESTMENT RELATED?: No / ADDRESS: 2200 Price Road, Martin, Georgia/ NATURE OF THE BUSINESS: Education / POSITION: Board of Directors / DUTIES: Attend two board meetings each year. Listen and provide feedback on how to improve operation and programs. / START DATE: 10-3-2022 / HOURS DEVOTED TO BUSINESS: NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-26 |
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