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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| FL | RA | APPROVED | 2022-04-26 |
Branch Locations
101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Tampa | FL | 05/2021 | Present |
| Ubs Financial Services | Tampa | FL | 01/2021 | 05/2021 |
| Lsq Funding Group | Orlando | FL | 01/2020 | 05/2020 |
| Agilethought | Tampa | FL | 05/2019 | 08/2019 |
| Boaters Republic | Saint Petersburg | FL | 05/2015 | 06/2017 |
| Polley Wealth Management | Orlando | FL | 08/2020 | 12/2020 |
| Unemployed | St. Petersburg | FL | 07/2017 | 04/2019 |
| Unemployed | St. Petersburg | FL | 09/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-23 |
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