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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-13 |
Branch Locations
101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 04/2025 | 01/2026 |
| Global Financial Impact | San Jose | CA | 01/2024 | 04/2025 |
| World Financial Group | Johns Creek | GA | 01/2023 | 01/2024 |
| L2 Consulting Solutions | Honolulu | HI | 06/2024 | Present |
| United States Marine Corps | Washington | DC | 12/2013 | 07/2024 |
| Ubs Financial Services Inc | Tampa | FL | 01/2026 | Present |
*636257 - Rental Property at 1540 Norcova Ave; Investment related: Yes; Norfolk, Virginia; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2015; During business hours: 0; After business hours: 2; Administrative 636258- Pau Hana Consulting LLC; Investment related-Yes; Land O Lakes, Florida; Consulting Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 1; Administrative, Accounting/Bookkeeping, Other, Service Provider, Instructor, Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-12 |
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