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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Inc. | Boston | MA | 06/2015 | 08/2018 |
| Jmp Securities Llc | Boston | MA | 10/2018 | 10/2021 |
| Rumbleon Inc | Irving | TX | 11/2021 | 12/2023 |
| Ubs Financial Services, Inc | Boston | MA | 08/2024 | Present |
| Masshavens Inc. | Hingham | MA | 01/2024 | 07/2024 |
1. F.N.S N.W Family Trust, Managing an equity portfolio, Hingham MA United States-02043, Fiduciary for equity portfolio, Start date-5/6/2025. 2. N.W Family CRUT, Investments, Hingham MA United States-02043, Act as fiduciary for the assets in the trust, start date-5/7/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-07 |
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