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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED | 2025-03-27 |
Branch Locations
925 Fourth Avenue 31St & 32Nd Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Seattle | WA | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2007 | 03/2025 |
Seattle University Planned Giving Committee, Yes, WA 98122, Advisory Committee to Seattle University 's President and Seattle University's office of Planned Giving, 08/2016, 0,.5 The Breakfast Group, Seattlewa United States-98118, Non Profit OrganizationEducation, BG Vision: Youth and Families in our community achieving the highest levels of Education and Economic Opportunities -- Career Certifying Youth via Major Employer created certifications, Member of Board of directors, President of Board of Directors, start dtae-9/1/2015.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-29 |
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