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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-11 |
| NJ | RA | APPROVED | 2023-04-10 |
Branch Locations
500 Campus Drive 2Nd Floor, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord Abbett | Jersey City | NJ | 09/2011 | 01/2017 |
| Newton Investment Management | New York | NY | 02/2017 | 03/2023 |
| Ubs Financial Services | Florham Park | NJ | 04/2023 | Present |
I am a limited partner in 3 rental properties in Jersey City, NJ (7 Wayne Street LLC., 320 4th Street LLC., and 356th Fourth Street LLC.) 2) Name of Business: Andersen 2016 Recoverable Living Trust./ Address: 1407 Middle Road, Unit 237 Calverton New york United States 11933./ Investment Related: No./ Nature: A revocable living trust that become an estate (due to death)./ Role: Executor of estate./ Duty: Following my cousin's will and testament, I will be following her directions on how to distribute the assets of her estate./ Start Date: 8/31/2023./ Time Required:No.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-10 |
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