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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-18 |
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
205 Detroit Street 5Th Floor, Denver, CO 80206 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2016 | 10/2017 |
| Marriot International | Atlanta | GA | 05/2016 | 09/2016 |
| Cruise Planners-Voyage Vacations | Coral Springs | FL | 06/2017 | 04/2018 |
| Morgan Stanley | Denver | CO | 05/2018 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 06/2020 | 02/2022 |
| Exclusive Resorts | Denver | CO | 01/2020 | 05/2020 |
| Ubs Financial Services Inc. | Denver | CO | 02/2022 | Present |
1.Cruise Planners-Voyage Vacations; Investment related: No; Coral Springs, FL; Travel Advisor/Agent; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jun 2017; During business hours: 0; After business hours: 0.5; Part Time travel associate who advises and books travel for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-17 |
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