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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-07-27 |
| PA | RA | APPROVED | 2012-08-29 |
| TX | RA | APPROVED_RES | 1998-06-18 |
Branch Locations
411 South State St., Newtown, PA 18940 • United States
150 Second Ave. North Suite 1000, St. Petersburg, FL 33701 • United States
St Petersburg, FL • 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. | Newtown | PA | 06/1996 | Present |
Lido Condo of Pinellas County / 4450 Gulf Blvd St Petersburg Beach,Florida United States 33706 / Other/ Real Estate / One of 5 board members that over see financials and services of 72 units in building. / Member of a committee with management / supervisor functions / / Review annual budget for building maintenance. / Start Date 12/3/18/
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-02 |
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