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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-17 |
| OH | RA | APPROVED | 2023-10-03 |
Branch Locations
30050 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, Na | Cleveland | OH | 11/2016 | 03/2017 |
| Ubs Financial Services Inc | Pepper Pike | OH | 08/2023 | Present |
| Key Private Bank | Cleveland | OH | 03/2017 | 08/2023 |
| J.P. Morgan Securities Inc. | Cleveland | OH | 07/2010 | 03/2017 |
1) F. B. B. (FKA F. B. M.) TRUST DATED AUGUST 15, 2007 as amended NOVEMBER 24, 2015; To hold assets and dispose of them as set out in the trust agreement.; University Heights, Ohio; We - my brother B. is a co-trustee - will oversee the trust assets according to the terms of the trust for our benefit as well as the benefit of our brother P.; Start date: 2/1/2024; Involved in securities trading: Yes 2) Gosling Properties LLC, University HeightsOhio United States-44118, Company, Real Estate, Proprietor / owner, start date-12/21/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-27 |
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