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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-05 |
| DC | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Doylestown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Washington | DC | 10/2015 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2025 | Present |
| Bank Of America, N.A. | Washington | DC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
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