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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-04 |
| MI | RA | APPROVED | 2010-10-20 |
| TX | RA | APPROVED | 2002-11-15 |
Branch Locations
1217 Woodward Avenue 32Nd Floor, Detriot, MI 48226 • United States
325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • 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. | Troy | MI | 09/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-01 |
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