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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-26 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • 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 |
| J.P. Morgan | Los Angeles | CA | 06/2024 | 08/2024 |
| Loyola Marymount University | Los Angeles | CA | 08/2021 | 12/2024 |
| Granite Bay High School | Granite Bay | CA | 08/2017 | 05/2021 |
| Olympus Middle School | Granite Bay | CA | 07/2015 | 05/2017 |
| N/A | N/A | CA | 12/2024 | 07/2025 |
| Club Corp | Granite Bay | CA | 05/2022 | 08/2022 |
| Beach Hut Deli | Roseville | CA | 05/2021 | 08/2021 |
| The Purple Place | El Dorado Hills | CA | 03/2020 | 11/2020 |
| Loyola Marymount University | Los Angeles | CA | 08/2024 | 12/2024 |
| Villasport | Roseville | CA | 04/2019 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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