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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-11-18 |
| ME | RA | APPROVED | 2022-11-15 |
| TX | RA | APPROVED_RES | 2014-06-10 |
| VT | RA | APPROVED | 2009-03-19 |
Branch Locations
67 Merchants Row Suite 102, Rutland, VT 05701 • United States
40 Congress Street, Portsmouth, NH 03801 • 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 | Rutland | VT | 07/2013 | Present |
NAME OF OTHER BUSINESS: Housing Trust of Rutland County / INVESTMENT RELATED?: No / ADDRESS: Wales St, Rutland, VT / NATURE OF THE BUSINESS: Housing Authority / POSITION: Board of Directors / DUTIES: help with affordable housing / START DATE: 9-28-2022 / HOURS DEVOTED TO BUSINESS: NA 2) Anderson LLC/ Category - LLC/ Vacation Rental/ Role -Partner/ Duty-none/ Comp- No 3) Visiting Nurse Association of Southwestern Vermont, Visiting Nurses, Member of the finance committee with no power. monitor financial healthstart date-2/5/2021, RUtland VTVermont United States-05701.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-12 |
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