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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2020-10-08 |
| TX | RA | APPROVED | 2020-10-08 |
Branch Locations
55 William Street, Wellesley, MA 02481 • United States
Wayland, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wellesley | MA | 09/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wellesley | MA | 11/2016 | 10/2020 |
| Ubs Financial Services Inc. | Wellesley | MA | 10/2020 | Present |
1) DISTRIBUTION TRUSTEE FOR UNCLE'S TRUST, INV RELATED, RENO, NV, START DATE: 1/1/2019, 1 HR/MONTH, 1 HR DURING TRADING.; DISTRIBUTION TRUSTEE FOR AUNT'S TRUST (1), INV RELATED, RENO, NV, START DATE: 1/1/19, 1 HR/MONTH, 0 HRS DURING TRADING.; 2)DISTRIBUTION TRUSTEE FOR AUNT'S TRUST (2), INV RELATED, RENO, NV, START: 8/20/2019, 1 HR/MONTH, 1 HR DURING TRADING. 3) GFH Irrevocable Trust/ investment related?: yes/ 14304 Swift Creek Ct., Reno, 89511, US/ Distribution trustee/ Review trust distributions/ start date: 11/30/2019 4) MJH Irrevocable Trust/ investment related?: yes/ 14304 Swift Creek Ct., Reno, 89511, US/ Distribution trustee/ Review trust distributions/ start date: 11/30/2019 5) Name of Business: ICC Holdings Trust./ Address: 14304 Swift Creek CourtReno, United States, 89511./ Investment Related: No./ Nature: Distribution Trustee./ Role: Review distributions./ Start Date: 11/30/2019./ Hours Devoted: No./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-18 |
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