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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-03-07 |
| MN | RA | APPROVED | 2013-12-09 |
| TX | RA | APPROVED_RES | 2006-08-12 |
Branch Locations
80 South 8Th Street Suite 2900, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Minneapolis | MN | 08/2006 | Present |
Bethlehem lutheran Church Foundation / 4100 Lyndale Ave S Mpls,Mn 55409 / Foundation/ Charities, Cultural, Educational & Political Organisations / Charity thu the church that distribute grants / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / Explore investment ideas to facilitate distribution of grants / Start Date 1/1/1998 / Meet quarterly--2-4 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-01 |
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