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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-14 |
| NJ | RA | APPROVED | 2017-11-03 |
| TX | RA | APPROVED_RES | 2017-11-03 |
Branch Locations
140 Broad Street Suite 100, Red Bank, NJ 07701 • United States
61 South Paramus Road Mack Center Iv, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 02/1993 | 11/2017 |
| Bank Of America,Na | Montvale | NJ | 09/2009 | 11/2017 |
| Ubs Financial Services Inc. | Red Bank | NJ | 11/2017 | Present |
VENETO TPC LLC; 9254 Veneto Pl, Naples, FL 34113; This is my vacation home that I put into an LLC because we rent it out from time to time. I was told that if your vacation home is an LLC you need to list it here; Proprietor/owner; 8/10/2018; Business hours per month: No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-10 |
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