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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-28 |
Branch Locations
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2013 | 06/2018 |
| Suntrust Bank | Ft. Lauderdale | FL | 10/2013 | 06/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 06/2018 |
| Ubs Financial Services | Boca Raton | FL | 06/2018 | 08/2026 |
| Cresset Asset Management, Llc | West Palm Beach | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-26 |
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