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1285 Avenue Of The Americas, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-23 |
Branch Locations
1285 Avenue Of The Americas, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2016 | 07/2018 |
| Princeton University Store | Princeton | NJ | 07/2016 | 09/2016 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/2018 | 03/2022 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 03/2022 | 06/2024 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 06/2024 | 03/2025 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 03/2025 | 11/2025 |
| Ubs Asset Management (Us) Inc. | New York | NY | 11/2025 | Present |
| Ubs Asset Management (Americas) Llc | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
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