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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-08 |
| NJ | RA | APPROVED | 2013-09-06 |
| TX | RA | APPROVED_RES | 2013-02-04 |
Branch Locations
109 North Avenue, Westfield, NJ 07090 • United States
West Orange, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 07/1993 | Present |
1)I AM TREASUREL OF A MARTIAL ARTS CLUB-SOON TO BE INCORPORATED 2)RETIREMENT ADVISOR COUNCIL / 61 RAINBOW ROAD EAST GRANBY,CT. 06026-9763 / ASSOCIATION (I.E., TRADE OR INDUSTRY, SPORT...)/ EDUCATION / THE COUNCIL ADVOCATES FOR SUCCESSFUL QUALIFIED PLAN AND PARTICIPANT RETIREMENT OUTCOMES / OTHER / LIASION TO NATIONAL ASSOCIATION OF PLAN ADVISORS / CONFERENCE CALLS WITH MEMBERS, ATTENDING INDUSTRY EVENTS / START DATE 1/1/2013 / QUARLEY CONFERENCE CALLS, SEMI ANNULA MEETINGS 3)Vistage Worldwide, Inc./ investment related?: / San Diago, CA, 92121 US/ consulting/meet monthly with peers/ start date: 1/1/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-26 |
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