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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
| FL | RA | APPROVED | 2024-10-23 |
| NJ | RA | APPROVED | 2024-10-23 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2020 | 08/2022 |
| Self-Employed Cpt And Lmt | Boston | MA | 08/2017 | 06/2020 |
| Mad River Investors | Boston | MA | 11/2018 | 06/2019 |
| Baystate Financial | Boston | MA | 06/2018 | 08/2019 |
| Umass Boston | Boston | MA | 09/2017 | 12/2019 |
| Milton Hill Sport And Spa | Milton | MA | 09/2013 | 08/2017 |
| Morgan Stanley | Aventura | FL | 08/2022 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 09/2024 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-13 |
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