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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-03 |
| NC | RA | APPROVED | 2023-04-03 |
| MD | RA | APPROVED | 2023-03-29 |
| NJ | RA | APPROVED | 2022-11-03 |
Branch Locations
411 South State St., Newtown, PA 18940 • United States
100 Overlook Center Suite 303, Princeton, NJ 08540 • United States
1700 M Street Nw 5Th Floor, Washington, DC 20036 • United States
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • 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 | 06/2015 | 11/2021 |
| Bank Of America, N.A. | Pennington | NJ | 08/2015 | 11/2021 |
| North Capital Private Securities | Salt Lake City | UT | 11/2021 | 04/2022 |
| Equitybee Inc. | Palo Alto | CA | 11/2021 | 07/2022 |
| Equitybee Securities, Llc | Palo Alto | CA | 04/2022 | 07/2022 |
| Ubs Financial Services | Weehawken | NJ | 10/2022 | Present |
I do not have a specific business name for this Outside Business Activity, but I produce music and release it onto streaming platforms. This business is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-11 |
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