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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-08 |
Branch Locations
201 N. New York Avenue 3Rd Floor, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Orlando | FL | 06/2011 | 07/2025 |
| Ubs Financial Services Inc. | Winter Park | FL | 08/2025 | Present |
ClarityOS Lab,WindermereFLUnited States,Sole proprietorship,Education,Creation and sale of digital and printable planning templates, educational materials, and personal organizational tools, such as senior year calendars, sports activity trackers, and academic progress logs. Products are standardized, non customized designed to assist users with recording deadlines and general planning information. No financial, investment, tax, legal, admissions or advisory services are provided.,Proprietor / ownerCreate and format standardized digital and printable templates and tracking documents. Responsibilities include drafting written content , organizing documents layouts, updating materials, managing online distribution of the products. No advisory, consulting, financial, or investment services are provided., Star date -3/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
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