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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-01-25 |
Branch Locations
North Yarmouth, ME • United States
One City Center 10Th Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 01/2013 | 08/2021 |
| Raymond James Financial Services, Inc. | Washington | DC | 08/2021 | 01/2023 |
| Raymond James Financial Services Advisors, Inc. | Washington | DC | 08/2021 | 01/2023 |
| Concurrent Advisors | Washington | DC | 08/2021 | 01/2023 |
| Adalan Private Wealth | Washington | DC | 08/2022 | 01/2023 |
| Ubs Financial Services Inc | Portland | ME | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-29 |
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