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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-18 |
Branch Locations
5300 Meadows Rd Suite 300, Lake Oswego, OR 97035-3229 • United States
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker Dealer Inc. | Clackamas | OR | 07/2019 | 05/2022 |
| Adp Llc | Clackamas | OR | 04/2017 | 05/2022 |
| Adp Inc | Clackamas | OR | 02/2017 | 04/2017 |
| Bandon Dunes Golf Resort | Bandon | OR | 03/2015 | 12/2016 |
| Ubs Financial Services Inc. | Portland | OR | 05/2022 | Present |
Associated person of ADP Strategic Plan Services, LLC as a sales representative which offers investment management and advisory services to plan sponsors. Address: 1 ADP Boulevard, Roseland, NJ 07068, United States Start Date of Relationship: 07/01/2019 Approximate # of Hours per month (during trading hours): 60 hours Business Nature: Financial Services Description of Duties: Associated person of ADP Strategic Plan Services, LLC as a sales representative which offers investment management and advisory services to plan sponsors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-14 |
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