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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-10-22 |
| TX | RA | APPROVED | 2018-10-30 |
| VA | RA | APPROVED | 2018-07-19 |
Branch Locations
Wells Fargo Center/ 440 Monticello Avenue Suite 2000, Norfolk, VA 23510 • United States
Evergreen, CO • United States
370-17Th Street, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Lone Tree | CO | 09/2011 | 07/2018 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 09/2011 | 07/2018 |
| Ubs Financial Services, Inc. | Norfolk | VA | 07/2018 | Present |
Rental House - 9514 25th Bay St, Norfolk, VA 23518; Sole proprietorship; Real Estate; Rental property; Proprietor / owner; Decide who will lease from us and what repairs will be made to the property. Start date: 8/1/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-16 |
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