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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Wellesley | MA | 12/2015 | 04/2022 |
| Lincoln Investment | Fort Washington | PA | 01/2023 | Present |
| Capital Analysts | Fort Washington | PA | 01/2023 | Present |
| Ubs Financial Services Inc | Boston | MA | 04/2022 | Present |
DOORDASH POSITION: contractor for random food deliveries NATURE: food delivery INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 303 2nd St, Suite 800, San Francisco CA 94107, United States DESCRIPTION: pick up food and drop at customers house
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-15 |
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