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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-06 |
Branch Locations
150 Second Ave., North Suite 1000, St Petersburg, FL 33701 • United States
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Tampa | FL | 07/2007 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 07/2019 | 04/2021 |
| Bank Of America, N.A. | Saint Petersburg | FL | 08/2019 | 04/2021 |
| Fisher Investments | Tampa | FL | 04/2021 | 11/2022 |
| Ubs Financial Services | Tampa | FL | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-21 |
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