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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-01 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
Concord, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 10/2015 | 08/2026 |
| Raymond James & Associates, Inc. | Boston | MA | 08/2026 | Present |
Private Equity CFO Association (PECFOA); PECFOA is a networking organization for venture capital and private equity CFO's; Advisory Board Member; Not investment related; I have been on the advisory board for a number of years. I just attend a few calls and meetings throughout the year as well as social events; No comp; no hours during trading hours;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-15 |
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