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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| OH | RA | APPROVED | 2026-03-02 |
Branch Locations
16450 Chagrin Blvd, Shaker Heights, OH 44120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Pepper Pike | OH | 05/2018 | 08/2018 |
| Ubs Financial Services | Cleveland | OH | 01/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Euclid | OH | 02/2026 | Present |
| Ubs Financial Services Inc. | Cleveland | OH | 08/2018 | 08/2021 |
| Ubs Financial Services Inc. | Rocky River | OH | 08/2021 | 01/2026 |
| Bank Of America, N.A | Euclid | OH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-03 |
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