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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-16 |
Branch Locations
2200 Georgetowne Drive 6Th Floor, Suite 600, Sewickley, PA 15143 • United States
4000 Town Center Blvd Suite 100, Canonsburg, PA 15317 • United States
100 State Street - 4Th Floor, Erie, PA 16507 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bridgeport | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bridgeport | WV | 11/2016 | 07/2021 |
| Ubs Financial Services Inc. | Canonsburg | PA | 07/2021 | Present |
1. Christ Church, Bethel ParkPA United States-015102, Church financial board members, I will meet with the board members three times a year to love over the church funds, Advisor or advisory group member if advice given may influence an officer/board, I am just a board member, start date-14/15/2025. 2. 10ydsco LLCReal Estate, Proprietor / owner, Nothing, start date-5/11/2022, canonsburgPA United States-15317
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-27 |
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