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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-24 |
Branch Locations
Independent Square One Independent Dr. Suite 1700, Jacksonville, FL 32202 • United States
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • 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. | Jacksonville | FL | 02/2015 | 09/2023 |
| Citigroup Global Markets Inc | Jacksonville | FL | 09/2023 | 11/2025 |
| Ubs Financial Services Inc. | Boca Raton | FL | 11/2025 | Present |
Sole Proprietor of Coastal Captures, a Florida dba. Coastal Captures is a photography service provider, and is not investment-related. I am the owner and sole employee. Start date was approximately 2022. Business is purely part-time, evenings and weekends with no business conducted during securities trading hours. My duties include marketing and providing photography services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-21 |
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