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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-08 |
| PA | RA | APPROVED | 2024-05-07 |
| TX | RA | APPROVED | 2024-05-07 |
Branch Locations
4000 Town Center Blvd Suite 100, Canonsburg, PA 15317 • United States
Mcdonald, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Fayette School District | Mcdonald | PA | 08/2011 | 08/2018 |
| Indiana University | Bloomington | IN | 08/2018 | 07/2022 |
| Ubs Financial Services Inc | Weehawken | NJ | 07/2022 | 01/2023 |
| Fiducient Advisors Llc | Chicago | IL | 01/2023 | 05/2024 |
| Ubs Financial Services, Inc | Canonsburg | PA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
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