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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-12 |
Branch Locations
5300 Meadows Rd Suite 300, Lake Oswego, OR 97035-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lake Oswego | OR | 12/2012 | 10/2016 |
| Ameriprise Financial Services, Inc. | Lake Oswego | OR | 10/2016 | 06/2018 |
| Ubs Financial Services Inc. | Lake Oswego | OR | 06/2018 | Present |
Business Ownership; Decor by Jorg; Owner; Personal Crafting and Home Décor; Canby, Or 97013; not Investment Related; Sep 2016; 1-9 hours per month; 0 during trading hours. Outside Employment; Beachbody Health and Fitness; Sales of Health and Fitness Products/Programs; Sales of Health and Fitness Products and Programs; Santa Monica, CA 90404; not Investment Related; July 2015; 0-9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-25 |
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