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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-05-03 |
| OH | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED | 2022-05-03 |
Branch Locations
8044 Montgomery Road The Towers At Kenwood, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Hilton Head Island | SC | 10/2010 | 08/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 08/2018 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 08/2019 | 05/2022 |
| Ubs Financial Services, Inc | Cincinnati | OH | 05/2022 | Present |
Junior League of Cincinnati / 3500 Columbia ParkwayCincinnatiOhio45226 / community service / Charity / attend general membership meetings to hear about what the league is doing in Cincinnati and participate in volunteer opportunities / 4/17/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-15 |
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