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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-10 |
| NY | RA | APPROVED | 2021-10-26 |
| NJ | RA | APPROVED | 2021-03-01 |
| TX | RA | APPROVED_RES | 2021-02-18 |
Branch Locations
58 South Service Road Suite 310, Melville, NY 11747 • United States
Huntington, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 09/2009 | 02/2021 |
| Bank Of America, N.A. | Melville | NY | 01/2011 | 02/2021 |
| Ubs Financial Services Inc. | Melville | NY | 02/2021 | Present |
I*94315 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UNMANNED AERIAL PROPULSION SYSTEMS INVESTMENT RELATED: N ADDRESS OF BUSINESS: 403 WOODROOF RD., NEWPORT NEWS, VIRGINIA 23606 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 5/25/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DESIGN OF A PROPULSION SYSTEM FOR UNMANNED (DRONES) DEVICES. COMPANY IS BEING STARTED BY MY SON, WHO WILL HAVE COMPLETE DAY TO DAY CONTROL. I AM MAKING THE INITIAL INVESTMENT TO HELP GET HIM STARTED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-09 |
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