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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-11-08 |
| TX | RA | APPROVED | 2022-09-26 |
| VA | RA | APPROVED | 2022-09-26 |
Branch Locations
1700 M Street Nw 5Th Floor, Washington, DC 20036 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 01/2008 | 09/2022 |
| Bank Of America, N.A. | Washington | DC | 10/2015 | 09/2022 |
| Ubs Financial Services | Washington | DC | 09/2022 | Present |
1)Congressional School,,United States,Educational Establishment,Education,Member of the Finance Committee,Advisor or advisory group member if advice given may influence an officer/board,"Member of the committee is to ensure the school's long-term financial sustainability by providing financial oversight of the organization by: -developing the longer range financial plan, develop and monitor annual operating budget, monitor investment portfolio, review annual audit"20, as member of a audit committeeStart date -10/22/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-18 |
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