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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1995-01-05 |
Branch Locations
55 William Street, Wellesley, MA 02481 • United States
San Antonio, TX • United States
Chestnut Hill, MA • 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. | Wellesley | MA | 02/1986 | Present |
Condo Association - The Towers at Chestnut Hill / 250 Hammond pond ParkwayChestnut HillMA02467 / General meetings to discuss the affairs of the community / Residential Building / Attend meetings of the association / Member of condo association / 6/15/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-09 |
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