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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-03-09 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
One Post Office Square, Boston, MA 02109 • United States
1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES
Charlestown, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 04/2002 | Present |
1) Judith Little / 118 Topsfield RoadIpswich01938 / Judy Little has named me as the Personal Representative/Executor of her Estate when she passes. She is very much ALIVE now! / Estate of individual person / When Judy passes away, I will help manage and distribute her estate with her estate plan attorney / When Judy passes away, I will help manage and distribute her estate per her will and instructions with her estate attorney / 4/1/2030 ///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-07 |
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