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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-26 |
| DC | RA | APPROVED | 2009-02-12 |
| MD | RA | APPROVED | 2009-01-30 |
Branch Locations
1700 M Street Nw 5Th Floor, Washington, DC 20036 • United States
Bethesda, MD • United States
7272 Wisconsin Avenue 23Rd Floor, Bethesda, MD 20814 • 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 | Washington | DC | 01/2009 | Present |
1. THE MARCUS GROUP, LLC PRESIDENT 2. M.S.M TTEE, Being added as a Trustee to my fathers account at Charles Schwab, Potomac MarylandUnited States-20814, Normal trustee duties, Start date-1/13/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-16 |
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