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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 06/2015 | 01/2021 |
| Bank Of America, N.A. | Ponte Vedra Beach | FL | 09/2016 | 01/2021 |
| Morgan Stanley | Boulder | CO | 02/2021 | 12/2022 |
| Ubs Financial Services Inc. | Boulder | CO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-22 |
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