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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-12 |
Branch Locations
7250 Dallas Parkway Suite120, Plano, TX 75024 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Plano | TX | 12/2002 | Present |
1) Harrington Elementary School PTA/ investment related?: no / 1540 Baffin Bay Dr, Plano, TX, 75075/ Charity/ Officer/ Parliamentarian - Advise board and members on matters of parliamentary procedure and serve as a policy consultant./ start date:7/1/2021/ time redq during working hours?: no 2) Wildcat Basketball Booster Club/ investment related?: no / 2200 Independence Parkway, Plano, TX, US/ Charity/ 501c3 non-profit supporting activities of the Plano Senior High School Basketball program/ Officer/ Treasurer - maintain financial records and budget for the organization to include balancing accounts, filling funds requests, making bank deposits, filing taxes when applicable, and preparing financial reports/ start date: 7/1/2021/ 3) Plano Senior High School AVID Booster Club / 2200 Independence ParkwayPlanoTX75075 / 501c3 non-profit supporting activities of the Plano Senior High School AVID program / Treasurer - maintain financial records and budget for the organization to include balancing accounts, filling funds requests, making bank deposits, filing taxes when applicable, and preparing financial reports / Officer / 11/1/2021 4)NAME OF OTHER BUSINESS: Friends of PISD PAC/ INVESTMENT RELATED?: No / ADDRESS: 5400 Independence Parkway #200, Plano, TX / NATURE OF THE BUSINESS: Political Organization / POSITION: Volunteer, personal endorsement of the Plano ISD bond propositions/ DUTIES: Sharing information about the Plano ISD bond propositions and advocating for passage in the November 2022 election. / START DATE: 10/03/2022 / HOURS DEVOTED TO BUSINESS: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
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