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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-12-05 |
Branch Locations
3 Park Place 3Rd Floor, Annapolis, MD 21401 • United States
Annapolis, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Annapolis | MD | 10/2018 | 08/2020 |
| Online Trading Academy | Irvine | CA | 08/2014 | 04/2018 |
| Fresh Prep Foods Inc | Vancouver | 08/2016 | 11/2016 | |
| Unemployed | Annapolis | MD | 05/2018 | 09/2018 |
| Independent Financial Group | Annapolis | MD | 08/2020 | 05/2021 |
| Scarborough Capital Management | Annapolis | MD | 08/2020 | 05/2021 |
| Geometric Wealth Advisors | Annapolis | MD | 05/2021 | 11/2022 |
| Ubs Financial Services Inc. | Annapolis | MD | 12/2022 | Present |
NAME OF OTHER BUSINESS: Melissa Caprice/ INVESTMENT RELATED?: Y / ADDRESS: 2309 Hickory Rd,Annapolis/ NATURE OF THE BUSINESS: I own an investment property located at #1406-908 Quayside Dr, New Westminster, BC V3M 0L4, Canada. It is currently rented out to a tenant. The unit is managed by a property management company. / POSITION: Proprietor / owner / DUTIES:I file taxes annually; my property manager does everything else. / START DATE: 7/1/2019 / HOURS DEVOTED TO BUSINESS: NA Boba Buoy,MDUnited States,Food, Beverages & Tobacco,Event based vendor selling milk/fruit teas and snacksInactive / Dormant,Proprietor / owner,Run a booth selling drinks/snacks at local events, Start date -4/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
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