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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
Branch Locations
4400 Post Oak Parkway Suite 1700, Houston, TX 77027 • United States
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 08/2014 | 09/2016 |
| Ubs Financial Services | New York | NY | 09/2016 | 03/2018 |
| Austin | TX | 03/2018 | 09/2018 | |
| Brazos Capital | Austin | TX | 09/2018 | 10/2018 |
| Beautycounter | Austin | TX | 06/2018 | 06/2019 |
| Kestra Financial, Inc. | Austin | TX | 02/2020 | 07/2020 |
| Compass | Austin | TX | 04/2019 | 02/2020 |
| Kestra Financial | Austin | TX | 11/2018 | 04/2019 |
| Roots Residential Group | Austin | TX | 07/2020 | 08/2021 |
| Dore Partnership | New York | NY | 09/2021 | 04/2024 |
| Ubs Financial Services | West Palm Beach | FL | 06/2025 | Present |
| Unemployed | Delray Beach | FL | 05/2024 | 05/2025 |
| We Heave Ho | Rye | NY | 05/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
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