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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States
Narragansett, RI • United States
West Palm Beach, FL • United States
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Battery Ventures | Waltham | MA | 04/2006 | Present |
| Ubs Financial Services Inc. | Boston | MA | 06/2014 | Present |
1) VBT REVOLUTION LLC / Lexington, MA / Partnership/ Food, Beverages & Tobacco / Restaurant / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / General management oversight of business / Start Date 3/15/16 /// 2) Lexington Arts & Craft Society / Lexington, MA / Trustee duties / The center is dedicated to preservation and promotion of excellence in the arts / www.lexart.org / Start Date 6/17/2019 /// 3) Peach Innovations LLC / investment related?: / Waltham, MA / Women's retail clothing / 4/19/2021 /// 4) T&T Real Estate Ventures LLC / Partnership / Real estate properties / Proprietor / owner / Managing Member of LLC - all management roles
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-22 |
| S66 | Uniform Combined State Law Examination | 2001-03-22 |
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