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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carmichael Financial Advisors | Tucson | AZ | 08/2024 | 06/2025 |
| American Heritage Schools Boca Delray / Georgetown University | Washington Dc | DC | 01/2014 | 05/2024 |
| Unemployed | Coral Springs | FL | 05/2024 | 08/2024 |
| Ubs Financial Services | Boca Raton | FL | 06/2025 | Present |
Every Child a Swimmer non-profit organization, a grant program that funds underserved communities and children to learn how to swim. Address: 1 Hall of Fame Dr, Fort Lauderdale, FL 33316. My position: Program Analyst, part-time position, start date: September 2023. Approx. 25 hours/month. 0 hours during securities trading hours. My role entails examining material from partners across the country from their submissions to receive reimbursement for a child's swim lesson. I work with the accounts payable team and make sure the proper dollar amount gets sent out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-15 |
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