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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-14 |
| DE | RA | APPROVED | 2022-08-05 |
| NJ | RA | APPROVED | 2022-08-04 |
Branch Locations
2107 Route 34 Suite 102, Wall, NJ 07719 • United States
Forked River, NJ • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Toms River | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Toms River | NJ | 11/2016 | 08/2022 |
| Ubs Financial Services Inc. | Manasquan | NJ | 08/2022 | Present |
OCEAN COUNTY COLLEGE; NOT INVESTMENT RELATED; TOMS RIVER, NJ; ADJUNCT TEACHER; START DATE 3/1/2008; 15 HOURS PER MONTH/0 DURING TRADING. OCEAN COUNTY COLLEGE FOUNDATION, INV RELATED, TOMS RIVER, NJ, TREASURER, START 1/1/2017, 3 HOURS PER MONTH, 1 HOUR DURING TRADING, PROVIDING SCHOLARSHIPS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-21 |
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