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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-10 |
| FL | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED_RES | 2024-11-15 |
Branch Locations
1819 Main Street Suite 900, Sarasota, FL 34236 • United States
1 Tower Lane-Ste 1700 Oakbrook Terrace Tower, Oakbrook Terrace, IL 60181 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 01/2016 | 11/2024 |
| Bank Of America, N.A. | Oak Brook | IL | 03/2016 | 11/2024 |
| Ubs Financial Services Inc. | Oakbrook Terrace | IL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-14 |
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