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22 Deer Street Suite 200, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-06-23 |
Branch Locations
6903 Rockledge Drive Suite 300, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 12/2013 | 06/2021 |
| Ubs Financial Services Inc. | Washington | DC | 03/2014 | 06/2021 |
| Sandbox Financial Partners Llc | Annapolis | MD | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-12 |
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