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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-03-11 |
| TX | RA | APPROVED | 2019-03-08 |
Branch Locations
302 Carnegie Center Stes 102 & 104, Princeton, NJ 08540 • United States
Stockton, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Lawrenceville | NJ | 03/2019 | Present |
| Ubs Financial Services Inc | Princeton | NJ | 04/2012 | 03/2019 |
DELAWARE TOWNSHIP, NOT INV. RELATED; DELAWARE TOWNSHIP, NJ; MAYOR; START DATE 1/2024; 6 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, SET MEETING AGENDA AND CONDUCT GENERAL BUSINESS ON BEHALF OF THE TOWNSHIP WHICH INCLUDES PASSING ORDINANCES AND APPROVING BUDGETS. DELAWARE TOWNSHIP, NOT INV. RELATED; DELAWARE TOWNSHIP, NJ; TOWNSHIP COMMITTEE MEMBER; START DATE 1/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, VOTE ON ORDINANCES AND RESOLUTIONS THAT HELP GOVERN THE MUNICIPALITY. DELAWARE TOWNSHIP; NOT INV RELATED; SERGENATSVILLE,NJ; RUN THE MUNICIPALITY; MAYOR; START DATE: 01/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2003-10-23 |
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