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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Akron | OH | 03/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 01/2020 |
| Morgan Stanley | Pepper Pike | OH | 01/2020 | 08/2021 |
| Wells Fargo Advisors Financial Network, Llc | Akron | OH | 08/2021 | 03/2025 |
| Ubs Financial | Hudson | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-23 |
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