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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-09 |
| NY | RA | APPROVED | 2021-10-26 |
Branch Locations
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agc Partners | Boston | MA | 06/2017 | 08/2017 |
| Education | Hanover | MA | 06/2008 | 06/2018 |
| Sanford C. Bernstein & Co., Llc. | New York | NY | 06/2018 | 09/2020 |
| Ubs Financial Services | New York | NY | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-17 |
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