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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-03 |
Branch Locations
1471 Iyannough Road, Hyannis, MA 02601 • United States
Milton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Hyanni | MA | 07/2017 | Present |
| Eastern Bank | Lynn | MA | 05/2017 | 07/2017 |
| Unemployed | Milton | MA | 01/2017 | 05/2017 |
| Cortina Business Management | Newton | MA | 11/2016 | 01/2017 |
| Choate Hall And Stewart | Boston | MA | 01/2015 | 11/2016 |
Estate Planning Council of Cape Cod / P.O. Box 712, Falmouth, MA 02541 / United States/ No / Association (e.g. Trade or Industry, Sport) / Financial (Consumer & Investment Services) / Promote cooperation and foster a better understanding among professions involved in the estate planning world. / Member of Board of directors / Increase membership, find speakers / Start Date 7/23/2019 / No / No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
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