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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED_RES | 2020-06-22 |
| TN | RA | APPROVED | 2017-10-04 |
Branch Locations
Charleston, SC • United States
941 Houston Northcutt Blvd, Mount Pleasant, SC 29464 • United States
1285 Avenue Of The Americas 20Th Floor, New York, NY 10171 • 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 |
|---|---|---|---|---|
| Msc Insurance Group | Nashville | TN | 05/2016 | Present |
| Investacorp Inc | Miami | FL | 05/2016 | 09/2017 |
| Investacorp Advisory Services | Miami | FL | 05/2016 | 09/2017 |
| Ubs Financial Services Inc. | Nashville | TN | 09/2017 | Present |
1. 621 N 9th St Nashville TN 37206, Rental Home, Real Estate, Renting out previous primary residence, Proprietor / owner, I own the home and rent it to a tenant, start date-4/2/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-19 |
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