Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2016-01-21 |
| NJ | RA | APPROVED | 2006-04-18 |
Branch Locations
1285 Avenue Of The Americas 15 Thru 18Th Floors, New York, NY 10019 • 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. | Weehawken | NJ | 04/2006 | Present |
CERTIFIED FINANCIAL PLANNING BOARD OF STANDARDS / 1425 K STREET NW #500 WASHINGTON,DC 20005 / / PARTICIPATE IN DISCIPLINARY HEARINGS FOR CFP CERTIFICANTS AND DETERMINE IF THEY FOLLOWED THE BOARD'S ETHICAL CODE AND PROCEDURES. / START DATE 2/28/2013 Glen Ridge Congregational Church / 195 Ridgewood Ave Glen Ridge,NJ 07028 / Charity/ Charity / Church - Religious Worship / Member of Board of directors / / Member of the Finance Committee. The committee is responsible for creating an annual budget, reporting results to church leadership, and oversight of the church's financial resources. / Start Date 3/7/18-3/7/19 Remove Glen Ridge Congregational Church End 3/7/19 effective 3/19
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-23 |
Reach out to this advisor