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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2020 | 04/2023 |
| Exeter High School | Exeter | NH | 09/2012 | 09/2016 |
| Great Bay Community College | Portsmouth | NH | 09/2016 | 05/2018 |
| University Of New Hampshire | Durham | NH | 09/2018 | 05/2020 |
| On The Vine Market Place | Exeter | NH | 07/2016 | 06/2018 |
| Unemployed | Newfields | NH | 06/2018 | 12/2018 |
| Bed Bath And Beyond | Portsmouth | NH | 01/2019 | 06/2020 |
| Ubs Financial Services | Portland | ME | 05/2019 | 08/2019 |
| Cornerstone Financial Planning, Llc | Portsmouth | NH | 09/2024 | 06/2025 |
| Td Bank | Portsmouth | NH | 12/2023 | 09/2024 |
| Unemployed | Newfields | NH | 04/2023 | 12/2023 |
| Ubs Financial Services, Inc | Portsmouth | NH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-21 |
| S66 | Uniform Combined State Law Examination | 2021-06-07 |
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