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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-05-15 |
| PA | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED_RES | 2015-03-30 |
| MD | RA | APPROVED | 2013-11-08 |
Branch Locations
7272 Wisconsin Avenue 23Rd Floor, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bethesda | MD | 11/2013 | Present |
1) Montgomery College / 51 Mannakee Street/Rockville / Montgomery County Maryland 20850 / Education / https://www.montgomerycollege.edu / lecture and teach / Start Date 9/1/2020 2) Financial Educators, Network education, lecture and teach, start date-3/1/2018, Lake OswegoOregon United States-97034.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-22 |
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