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305 Madison Avenue Suite 200, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-04-29 |
Branch Locations
18 Columbia Turnpike, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 06/2012 | 08/2018 |
| Stifel Nicolaus | Florham Park | NJ | 04/2019 | Present |
| Unemployed | Morristown | NJ | 08/2018 | 03/2019 |
| Washington Crossing Advisors, Llc | Florham Park | NJ | 04/2019 | Present |
1. The Spaulding Group;33 Clyde Road Somerset,NJ 08873; investment performance consulting; Journal advisory board member;review articles for publication;9/2/96;3 hrs/qtr;not during securities trading hours; investment related. 2. Chartered Financial Analyst NY;45th st NY NY 10036;professional society for securities analysts and portfolio managers;member of risk and performance group;discuss analytical issues pertaining to investments and put on educational seminars;11/1/18;2 hr/qtr;not during securities trading hours;investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-31 |
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