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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-12 |
| NJ | RA | APPROVED | 2023-06-13 |
| TX | RA | APPROVED_RES | 2023-06-01 |
Branch Locations
3 Manhattanville Road Suite 210, Purchase, NY 10577 • United States
Bronx, NY • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | White Plains | NY | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | White Plains | NY | 11/2016 | 05/2023 |
| Ubs Financial Services Inc. | White Plains | NY | 06/2023 | Present |
NOTARY PUBLIC; NOT INVESTMENT RELATED; BRONX, NY; START DATE 05/29/2015; 1 HOUR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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