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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-20 |
| NC | RA | APPROVED | 2025-09-17 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | Charlotte | NC | 07/2025 | Present |
| Unemployed | Washington | DC | 06/2025 | 06/2025 |
| Vanda Pharmaceuticals Inc | Washington | DC | 05/2023 | 05/2025 |
| Pricewaterhousecoopers Llp | Washington | DC | 01/2017 | 05/2023 |
| Wake Forest University | Winston-Salem | NC | 03/2016 | 12/2016 |
I am an officer/manager of an LLC formed exclusively to act as a limited partner in a real estate syndication. -Name: WBT Grove, LLC -It is investment related in that it was formed to invest in a real estate acquisition. -Address: 2420 North Taylor Street, Little Rock, AR 72207. -The nature: The LLC was formed to act as a limited partner in a real estate syndication. -My position: Officer/Manager of the LLC. -Title: Officer/Manager of the LLC. -Start date of the relationship: The LLC was formed on March 21st, 2024. -I spend zero hours on the other business. It was formed to make a passive investment as a limited partner in a real estate syndication. -I devote zero hours to the other business during securities trading hours. -My duties are limited to filing annual K-1s. Note that I receive zero compensation in my role with the LLC. It was formed exclusively as a passive investment vehicle.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-22 |
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