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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-27 |
| TX | RA | APPROVED_RES | 2011-10-26 |
| OH | RA | APPROVED | 2011-09-01 |
Branch Locations
8044 Montgomery Road, Ste. 10 The Towers At Kenwood, Cincinnati, OH 45236 • United States
Daytona Beach Shores, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Cincinnati | OH | 09/2011 | Present |
Kingston Tower Condominiums Inc. / 3851 South Atlantic Avenue, Daytona Beach Shores, Florida 32118 / United States / No / Association (e.g. Trade or Industry, Sport) / Real Estate / Board of Directors President of the Kingston Tower Condo Association / Member of Board of directors / Conduct annual Board and Condo Owner Meetings as required. Oversee financial records of condo association. Work with building manager on general building maintenance. / Start Date 1/1/2018 / No / No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-13 |
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