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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-16 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
Signature Place At Gre 3200 Northline Avenue, Ste 100, Greensboro, NC 27408 • United States
717 Green Valley Road Suite 250, Greensboro, NC 27408 • 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. | Greensboro | NC | 08/1999 | Present |
1) CROP WALK GREENSBORO URBAN MINISTRY 305 WEST LEE STREET GREENSBORO, NC 27406 / TREASURER / MAINTAIN RECORDS OF DONATIONS TO CROP WALK CAMPAIGN ... CAMPAIGN RAISES MONEY FOR WORLD FOOD RELIEF AND FOR FOOD BANK FOR POOR HERE IN GREENSBORO / OTHER / TREASURER / START DATE 10/22/2007 / 2HRS PER MONTH. /// 2) Communities in Schools of Greater Greensboro / 122 South Elam Street #301 Greensboro, North Carolina 27401 / Charity / Education / Communities in Schools is a non-profit organization that supports local public schools by providing tutoring ... mentoring ... and other enrichment programs for students. CIS focuses its efforts on the lower income oriented schools. / Member of Board of directors / Oversee the activities and funding of CIS - Greater Greensboro as one member of a volunteer board of directors. Plus I'm involved in mentoring and tutoring students from time to time. / Start Date 8/1/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-07 |
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