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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-23 |
| TN | RA | APPROVED | 2026-06-18 |
Branch Locations
3102 West End Avenue Suite 780, Nashville, TN 37203 • 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 | Nashville | TN | 06/2015 | 06/2026 |
| Bank Of America, N.A. | Nashville | TN | 07/2015 | 06/2026 |
| Ubs Financial Services Inc. | Nashville | TN | 06/2026 | Present |
(1) BNI ADDRESS: NASHVILLE, TN NATURE OF THE BUSINESS:REFERRAL NETWORKING GROUP POSITION/TITLE: PRESIDENT INVESTMENT RELATED:NO START DATE: 05/29/2015 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 10 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: PRESIDENT OF GREEN HILLS/BELLE MEADE BNI CHAPTER. I WILL BE RESPONSIBLE FOR COORDINATING WEEKLY MEETINGS OUTSIDE OF BUSINESS HOURS TO FACILITATE REFERRALS BETWEEN 25 OTHER BUSINESS LEADERS IN THE COMMUNITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-17 |
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