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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-07 |
| PA | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Elkins Park | PA | 02/2006 | 10/2022 |
| Bank Of America,N.A. | Jenkintown | PA | 06/2011 | 10/2022 |
| Ubs Financial Services Inc | Newtown | PA | 10/2022 | Present |
1) Rental Property - sea isle city, NJ; rental; Real Estate; Proprietor / owner; rental property; Start date: 6/1/2022 /// 2) Rental Property - jenkintown, PA; rental; Real Estate; Proprietor / owner; Start date: 5/17/2024 3) Rental Property- exisiting rental, owner, start date-8/3/2015, huntingdon valley PA United States-19006.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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