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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
8044 Montgomery Road, Ste. 10 The Towers At Kenwood, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 02/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 08/2023 | 03/2024 |
| Morgan Stanley | Cincinnati | OH | 03/2024 | 08/2026 |
| Ubs Financial Services Inc. | Cincinnati | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-20 |
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