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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-06-20 |
| MD | RA | APPROVED | 2023-05-04 |
| NJ | RA | APPROVED | 2023-05-04 |
| VA | RA | APPROVED | 2023-05-04 |
Branch Locations
1800 Tysons Blvd, Suite 360, Mclean, VA 22102 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 06/2012 | 07/2017 |
| Ubs Bank Usa | Weehawken | NJ | 06/2012 | 07/2017 |
| Ubs Financial Services | Weehawken | NJ | 07/2017 | 05/2023 |
| Steward Partners Investment Solutions, Llc | Mclean | VA | 05/2023 | Present |
| Steward Partners Investment Advisory, Llc | Mclean | VA | 05/2023 | Present |
| Steward Partners Global Advisory, Llc | Mclean | VA | 05/2023 | Present |
1) Women's Leadership Alliance; The Women's Leadership Alliance is committed to attracting, developing and empowering women to build thriving fulfilling financial advising careers; St. Petersburg, FL; Position/Title: Help the WLA to expand their reach in businesses, communities and colleges around the country; Start date 2-13-2024; 0-1 Hrs/Mo devoted to this activity; 0-1 Hrs/Mo devoted to this activity during trading hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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