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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-14 |
| NJ | RA | APPROVED | 2022-11-04 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
Maplewood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 10/2008 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 11/2022 | Present |
P4 PARTNERS, LLC, INV RELATED, MAPLEWOOD, NJ, 20% OWNERSHIP, START: 4/1/2023, LESS THAN 1 HOUR A MONTH, 0 HOURS DURING TRADING, FAMILY INVESTMENT PARTNERSHIP.; MARGATE PARTNERS, LLC, INV RELATED, MARGATE, NJ, 50% OWNERSHIP, START: 4/1/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, INVESTMENTS IN PUBLIC AND PRIVATE SECURITIES.; 1875 PARTNERS, LLC, INV RELATED, MAPLEWOOD, NJ, 50% OWNERSHIP, START: 4/1/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING, INVESTMENTS.; CLERMONT PARTNERS, INV RELATED, MARGATE, NJ, 50% OWNERSHIP, START: 4/1/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, INVESTMENTS.; CO-TRUSTEE FOR FRIEND, INV RELATED, TAMPA, FL, START: 12/28/2022, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; CO-TRUSTEE FOR FRIEND, INV RELATED, MCLEAN, VA, START: 12/28/2022, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR FRIEND, INV RELATED, INDIANAPOLIS, IN, START: 9/3/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING. | CHROME PROPERTIES TRUST; INV RELATED; DALLAS, TX; TRUSTEE; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; TRUSTEE ON LAND TRUST| SOVNGARDE TRUST; INV RELATED; FRISCO, TX; TRUSTEE OF LAND TRUST ; TRUSTEE; START DATE: 08/27/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RR RANCH TRUST ; INV RELATED; NORTHLAKE, TX; TRUSTEE OF LAND TRUST ; TRUSTEE; START DATE: 09/16/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| GENIES ; INV RELATED; LOS ANGELES,CA; GENIES: SECOND ADVISORY AGREEMENT; ADVISOR; START DATE: 11/28/2017; 1 HRS PER MONTH; 0 HRS DURING TRADING; | LOCH NESS MONSTER KC TRUST; INV RELATED; VILLAGE OF LOCH LLOYD, MO; TRUSTEE; 04/24/2026; 1 HOUR PER MONTH; 0 DURING TRADING; LAND TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-23 |
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