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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| NJ | RA | APPROVED | 2021-01-13 |
Branch Locations
400 Linden Oaks, Rochester, NY 14625 • United States
Canandaigua, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakwood Financial Services | Webster | NY | 02/2010 | 01/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2010 | 01/2018 |
| Morgan Stanley Smith Barney Llc | Pittsford | NY | 04/2018 | 01/2021 |
| Ubs Financial Services Inc. | Rochester | NY | 01/2021 | Present |
| Unemployed | Canandaigua | NY | 01/2018 | 04/2018 |
1)Notary Public - 0-2 hrs/month Carry out notary public certification duties. 2)Growing Wilde Flower Farm,NYUnited States,Sole proprietorship,Agriculture & Livestock,growing flowers,Proprietor / owner,growing and selling flowers, seeds, tubers, roots and stems,Start date -8/14/2025, Investment - Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-05 |
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