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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-11 |
Branch Locations
1735 Market Street 44Th Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown | PA | 01/2020 | 02/2024 |
| Pennington Dental Associates | Pennington | NJ | 09/2013 | 12/2019 |
| Lpl Financial | Doylestown | PA | 02/2024 | 07/2025 |
| Ubs Financial Services Inc. | Philadelphia | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-08 |
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