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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-12 |
| FL | RA | APPROVED | 2021-08-02 |
Branch Locations
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Boca Raton | FL | 06/2002 | Present |
| Wells Fargo Advisors Llc | Boca Raton | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 07/2021 |
| Ubs Financial Services | Boca Raton | FL | 07/2021 | Present |
1) Florence Fuller Child Development Centers, Inc./ investment related?: no/ 200 NE 14th St, Boca Raton, FL, 33432/ Charity/ I am a Board Director and also serve as the Secretary. I attend board meetings, approve meeting minutes, attend fund raising events to support the organization/ start date: 1/1/2020
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-29 |
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