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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED_RES | 2025-02-18 |
Branch Locations
8 Essex Center Drive 2Nd Floor, Peabody, MA 01960 • United States
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 | Wellesley | MA | 07/2015 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 04/2017 | 02/2025 |
| Bank Of America, N.A. | Newton | MA | 09/2017 | 02/2025 |
| Ubs Financial Services Inc. | Peabody | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-06 |
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