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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-17 |
Branch Locations
1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES
1285 Avenue Of The Americas , New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Mount Kisco | NY | 08/2019 | 05/2021 |
| J.P. Morgan Securities, Llc. | Mount Kisco | NY | 08/2019 | 05/2021 |
| Citibank, N.A. | Mohegan Lake | NY | 07/2016 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Kisco | NY | 06/2021 | 05/2022 |
| Bank Of America, N.A. | Mount Kisco | NY | 08/2021 | 05/2022 |
| Citigroup | Thornwood Ny | NY | 05/2022 | 11/2024 |
| Wells Fargo Clearing Services, Llc ( | Purchase | NY | 11/2024 | 12/2024 |
| Citigroup | New York | NY | 01/2025 | 07/2026 |
| Ubs Financial Services, Inc | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-04 |
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