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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-08 |
| SC | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED_RES | 2023-09-08 |
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 Inc. | Columbia | SC | 03/2001 | 09/2023 |
| Bank Of America, Na | Columbia | SC | 12/2009 | 09/2023 |
| Ubs Financial Services, Inc | Columbia | SC | 09/2023 | Present |
1) Name of Business-Lovelace Roof Thompson LLC / Address- Lot 2057 Mill Spring, NC/ Investment Related-YES (33.33%) / Nature-real estate holding / Role- Partner / Duty-none./ Start Date-4/1/2005 / Time Required- No 2) AC Flora Athletics, Forest Acres SC United States- 29204, Educational Establishment, Coach the Boys Golf Team in the Spring from Mid Feb to Mid May, I will be responsible for coaching the boys on the golf team, start date-2/10/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-12 |
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