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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
941 Houston Northcutt Blvd Suite 100, Mt Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2015 | 05/2018 |
| Aramark | Washington | DC | 05/2018 | 02/2019 |
| Morgan Stanley Smith Barney Llc | Baltimore | MD | 02/2019 | 07/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | 07/2026 |
| Ubs Financial Services Inc. | Mt. Pleasant | SC | 07/2026 | Present |
*630119- First Tee- Greater Baltimore; Investment related: No; Cockeysville, Maryland; Education:Other; Assistant Coach (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 8; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-10 |
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