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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-15 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bethesda | MD | 11/2013 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2023 | Present |
TRUSTEE FOR FAMILY FRIEND, INV RELATED, MIAMI, FL, START: 6/1/2021, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; LEE FAMILY LLC, INV RELATED, ROCKVILLE, MD, 1% OWNERSHIP, START: 01/23/2024, 2 HOURS A MONTH, LESS THAN 1 HOUR DURING TRADING, INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-08 |
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