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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-12 |
| HI | RA | APPROVED | 2024-12-03 |
| CT | RA | APPROVED | 2023-06-05 |
| NY | RA | APPROVED | 2023-06-02 |
| TX | RA | APPROVED | 2023-06-02 |
Branch Locations
Boca Raton, FL • United States
1285 Avenue Of The Americas 15 Thru 18Th Floors, New York, NY 10019 • United States
Lahaina, HI • United States
Dix Hills, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ny | NY | 04/2011 | 06/2023 |
| Bank Of America, N.A. | New York | NY | 07/2011 | 06/2023 |
| Ubs | New York | NY | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-02 |
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