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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-02-03 |
| UT | RA | APPROVED | 2023-01-24 |
Branch Locations
937 Tahoe Blvd Suite 201, Incline Village, NV 89451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | San Francisco | CA | 04/2013 | 01/2023 |
| Bank Of America, N.A. | San Francisco | CA | 12/2016 | 01/2023 |
| Ubs Financial Services Inc. | Pleasant Grove | UT | 01/2023 | Present |
I*517102 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: St George, Utah, 84770 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/16/2021 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-03 |
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