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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-24 |
Branch Locations
1337 Tilton Road, Northfield, NJ 08225 • United States
Forked River, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 08/2013 | 05/2022 |
| Bank Of America, N.A. | Pennington | NJ | 08/2013 | 05/2022 |
| Ubs Financial Services Inc. | Northfield | NJ | 05/2022 | Present |
1. Lacey United Methodist Church, This is a church that helps the community with outreach and fellowship, worship service is on Sunday, NJUnited States-08731, I will be the Treasurer for the Board of Trustees, overseeing the funds from a upcoming sale of church property, that will be used for various capital improvements, will not involved with in any investments, this is for cash flow purposes, start date-1/31/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-25 |
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