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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-30 |
Branch Locations
801 Laurel Oak Drive Suite 500, Suntrust Building, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Wealth Management | Naples | FL | 04/2016 | 04/2019 |
| Suntrust Bank | Naples | FL | 04/2019 | 08/2022 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2019 | 08/2022 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 09/2019 | 08/2022 |
| Ubs Financial Services | Naples | FL | 08/2022 | Present |
1. The Shelter for Abused Women & Children of Naples, The Shelter provides safe shelter, counseling, prevention and community education programs for abused women and children in the Naples community, Advisor or advisory group member if advice given may influence an officer/board, Member of the finance committee - review of the charity's financials and reporting to the Board of Directors, Start date-6/30/2022, FLNaplesUnited States-34112.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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