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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-06 |
Branch Locations
750 Town And Country Blvd Suite 400, Houston, TX 77024 • 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. | Houston | TX | 05/2013 | Present |
HOUSTON INDEPENDENT SCHOOL DISTRICT INVESTMENT ADVISORY COMMITTEE, 4400 WEST 18TH HOUSTON TX 77092, REVIEW OF PORTFOLIO ONCE A YEAR MEETING, GIVE MY OPINION OF HOLDINGS. 5 OTHER FINANCIAL CONSULTANTS ON THE COMMMITTEE, NOT COMPENSATED, APPROX 1 HOUR/YEAR; SOUTHWESTERN THEOLOGICAL SEMINARY FOUNDATION TRUSTEE, 2001 WEST SEMINARY DR, FT WORTH TX, 76115, NON COMPENSATED TRUSTEE THAT HELPS PROVIDE INVESTMENT ADVICE ALONGSIDE OTHER INVESTMENT PEOPLE TO MANAGE THE MONEY IN FOUNDATION ACCOUNT, APPROX 10 HRS PER YEAR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-21 |
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