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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-10 |
| AL | RA | APPROVED | 2022-12-22 |
| MN | RA | APPROVED | 2021-01-12 |
Branch Locations
80 South 8Th Street Suite 3040, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Minneapolis | MN | 11/2020 | Present |
| Lucid Holdings, Llc | New Orleans | LA | 10/2016 | 10/2020 |
| Pricewaterhousecoopers Llp | Chicago | IL | 09/2014 | 09/2016 |
Wayzata Rotary Club; Plymouth, MN; Charity; The Wayzata Rotary Club is a chapter of Rotary International, a humanitarian service organization which brings together business and professional leaders in order to provide community service, promote integrity, and advance goodwill, peace and understanding in the world. It is a non-political and non-religious organization.; Member of Board of directors; I am a Rotarian and currently serve on the Board of the Wayzata Rotary Club, a chapter of Rotary International. I have been asked to serve as Treasurer. The role is outlined here: https://my.rotary.org/en/learning-reference/learn-role/treasurer. Specifically for the Wayzata Rotary, this role would include having access to three bank accounts for our club - operating, Foundation, and saving in order to reconcile the accounts. There are additional signers on the accounts. Start date: 2/1/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
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