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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
100 Crescent Court Suite 400, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Dallas | TX | 06/2013 | 07/2024 |
| Ubs Financial Services | Dallas | TX | 07/2024 | Present |
Trustee for the Charitable Lead Annuity Trust, a trust created for the benefit of charities. Organization is engaged in investment-related activity. Start date is September 1, 2015. One hour per month. Duties include those associated with the trustee position, including managing the assets within the trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-12 |
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