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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-15 |
| MD | RA | APPROVED | 2026-07-10 |
| FL | RA | APPROVED | 2023-02-17 |
| TX | RA | APPROVED | 2019-06-17 |
| MI | RA | APPROVED | 2017-10-12 |
Branch Locations
730 Penniman Avenue, Plymouth, MI 48170 • United States
1217 Woodward Avenue 32Nd Floor, Detriot, MI 48226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education - Butler University | Indianapolis | IN | 08/2013 | 05/2017 |
| Butler Business Consulting Group | Indianapolis | IN | 08/2016 | 12/2016 |
| Ubs Financial Services Inc. | Plymouth | MI | 05/2017 | Present |
Detroit Catholic Central / 27225 Wixom RoadNoviMichigan48374 / Detroit Catholic Central is a Catholic, all-boys high school in metro-Detroit. Here is their mission statement: "Catholic Central High School recognizes parents to be the primary educators of their children and collaborates with them in helping their children to learn and grow in the Catholic faith. We provide a safe and challenging environment where mutual respect and high expectations are maintained through the active engagement of students in the learning process. The young men of Catholic Central learn holistically the ideals of the Basilian Fathers - goodness, discipline, and knowledge - so that they may become productive members of the Church and society." / Educational Establishment / I was extended an opportunity to serve as an alumni board member for the Detroit Catholic Central Finance Club. In this role, I will assist the student and teacher board members as they showcase career opportunities in finance, educate students on capital markets, and introduce basic investing and philanthropy principals. The high school students in the club do invest a portion of the school's endowment - however, in my role as an alumni board member, I will not have any authority to make trading or investment decisions. / Advisor or advisory group member if advice given may influence an officer/board / 3/31/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
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