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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-30 |
| ME | RA | APPROVED | 2020-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2012 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2020 |
| Ubs Financial Services, Inc | Boston | MA | 01/2020 | Present |
Greater Lawrence Community Foundation ,MA United States , Provide grants to underserved communities to help business leaders grow and change the landscape of the areas it serves. ,Member of the Investment Committee, I serve on the investment committee which meets on a quarterly basis to review the investment performance of the foundation's assets.Start date6/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-14 |
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