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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-07 |
| PA | RA | APPROVED | 2022-10-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Elkins Park | PA | 11/2007 | 10/2022 |
| Bank Of America, N.A. | Elkins Park | PA | 11/2009 | 10/2022 |
| Ubs Financial Services Inc. | Newtown | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-10 |
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