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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-07-05 |
| PA | RA | APPROVED | 2023-07-03 |
| VA | RA | APPROVED | 2023-07-03 |
| DC | RA | APPROVED | 2023-05-17 |
| MD | RA | APPROVED | 2023-03-03 |
Branch Locations
1700 M Street Nw 5Th Floor, Washington, DC 20036 • United States
7272 Wisconsin Avenue 23Rd Floor, Bethesda, MD 20814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Venues Llc | Remington | VA | 05/2015 | 12/2017 |
| Talent Wave | Denver | CO | 03/2017 | 12/2019 |
| Ubs Financial Services Inc. | Washington | DC | 12/2019 | 06/2022 |
| Culpeper County | Culpeper | VA | 01/2017 | 11/2019 |
| Price Benowitz Llp | Washington | DC | 08/2022 | 09/2022 |
| Ubs Financial Services Inc. | Washington | DC | 12/2022 | Present |
NAME OF OTHER BUSINESS: McMillan Condos Association / INVESTMENT RELATED?: N / ADDRESS: 430 Irving St NW, Washington / NATURE OF THE BUSINESS: The Association manages the building and membership of McMillan Condos / POSITION: Member of Board of Directors / DUTIES:I am the Vice President of the Association Board and jointly make operational and financial decisions for the organization. / START DATE: 7/1/22 / HOURS DEVOTED TO BUSINESS: NA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
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