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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-09 |
Branch Locations
11 Madison Avenue, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | New York | NY | 05/2001 | 11/2018 |
| Morgan Stanley | New York | NY | 05/2019 | 03/2023 |
| Unemployed | New York | NY | 11/2018 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | 03/2023 |
| Santander Private Banking International | New York | NY | 03/2023 | 08/2025 |
| Ubs Financial Services, Inc. | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-29 |
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