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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 | 2026-01-13 |
| NJ | RA | APPROVED | 2024-12-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Paramus | NJ | 05/2014 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Paramus | NJ | 12/2024 | Present |
Laddy Family LLC; INV Related; Mahwah, NJ; Real Estate; 100% ownership with spouse; Start Date 01/31/2025; 5 hours per month; 0 hours during trading; buy and sell real estate | CRESTVIEW LANDSCAPE; NOT INV RELATED; MAHWAH, NJ; 100% OWNERSHIP WITH SPOUSE; 03/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING; LANDSCAPE COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-16 |
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