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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-20 |
| FL | RA | APPROVED | 2024-01-03 |
| NJ | RA | APPROVED | 2024-01-02 |
| NY | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED_RES | 2022-03-28 |
| MO | RA | APPROVED | 1995-08-01 |
Branch Locations
8027 Forsyth Blvd Suite 1010, Clayton, MO 63105 • United States
Palm Beach, FL • United States
Harbor Springs, MI • 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. | St. Louis | MO | 01/1995 | Present |
OILFIELD MANAGEMENT / 335 SEASPRAY PALM BEACH FL 33480 / COMPANY / OIL & GAS INDUSTRIES (EXPLORATION, PRODUCTION, INTEGRATED) / OIL EXPLORATION / OTHER FAMILY BUSINESS / BILL PAY / START DATE 02/07/2012.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-15 |
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