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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-28 |
| TX | RA | APPROVED | 2016-01-28 |
Branch Locations
4400 Post Oak Parkway Suite 1700, Houston, TX 77027 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Houston | TX | 01/2016 | Present |
Briar Club / United States / 2603 Timmons Lane, Houston, TX 77027 / Social/Country Club / www.thebriarclub.com / Member of a 12 person (members) finance committee / Finance Committee Member. one of twelve members that develop a club budget for approval by the Board of Trustees / Advice as to stewardship of club funds / Start Date 2/12/2019 E.T. TRUST II, The trust collects distributions made from family real estate holdings The Special Trustee has sole discretion in making such distributions from the trust to the beneficiary (same person as the co-trustee). Co-trustee is entitled to then make distributions on a needs basis. My role as co-trustee is to ensure my good friend (the co-trustee and principal beneficiary) documents her activity as trustee, FloridaUnited States-33445, My duties will be limioted to advising the principal co-trustee on properly documenting her activities as trustee. These will be limited to her attesting to reviewing any funds held by the trust and properly documenting the need for any discretionary distributions, start date-4/1/2025.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 1993-11-19 |
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