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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
Alameda, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Tampa | FL | 07/2023 | 08/2025 |
| Ringle | Port Charlotte | FL | 01/2023 | 08/2023 |
| University Of Florida | Gainesville | FL | 01/2023 | 05/2023 |
| University Of Florida | Gainesville | FL | 08/2019 | 05/2023 |
| Truist | Atlanta | GA | 06/2022 | 08/2022 |
| University Of Florida | Gainesville | FL | 01/2022 | 05/2022 |
| University Of Florida | Gainesville | FL | 09/2021 | 12/2021 |
| Assetmark | Port Charlotte | FL | 06/2021 | 08/2021 |
| Publix | Port Charlotte | FL | 04/2020 | 05/2021 |
| Dairy Queen | Port Charlotte | FL | 12/2019 | 01/2020 |
| The Selling Factory | Gainesville | FL | 02/2021 | 04/2021 |
| Dairy Queen | Port Charlotte | FL | 12/2018 | 08/2019 |
| Ymca | Port Charlotte | FL | 03/2018 | 05/2018 |
| Port Charlotte High School | Port Charlotte | FL | 08/2015 | 05/2019 |
| Truist Advisory Services, Inc. | Tampa | FL | 10/2023 | 08/2025 |
| Ubs Financial Services Inc. | San Francisco | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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