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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-27 |
| OH | RA | APPROVED | 2024-07-23 |
Branch Locations
5007 Horizons Drive Suite 200, Columbus, OH 43220-5288 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olentangy Liberty High School | Powell | OH | 05/2014 | 05/2018 |
| University Of South Carolina | Columbia | SC | 06/2018 | 06/2022 |
| Ubs Financial Services | Charlotte | NC | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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