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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2018-09-14 |
| PA | RA | APPROVED | 2018-03-23 |
Branch Locations
303 Lippincott Drive Suite 300, Marlton, NJ 08053 • United States
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
Sewell, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Philadelphia | PA | 04/2016 | 01/2017 |
| Ubs Financial Services Inc | Mount Laurel | NJ | 01/2017 | 03/2018 |
| Morgan Stanley Smith Barney Llc | Newtown Square | PA | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-20 |
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