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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| VA | RA | APPROVED | 2017-11-14 |
Branch Locations
Wells Fargo Center/ 440 Monticello Avenue Suite 2000, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Virginia Beach | VA | 07/2013 | 11/2017 |
| Mml Investors Services, Llc | Virginia Beach | VA | 07/2016 | 11/2017 |
| Ubs Financial Services Inc | Norfolk | VA | 11/2017 | Present |
1) Financial Planners Association of Hampton Roads / n/a Hampton Roads,Virginia / Association (e.g. Trade or Industry, Sport)/ Financial (Consumer & Investment Services) / Advocate for Financial Planning literacy among professionals and the community / Member of Board of directors / / Membership Director for upcoming 2018 Board- community outreach to professionals to entice to join organization / Start Date 1/1/2018 / approximately 1 hour per week- attending monthly meeting/board meeting and reaching out to advisors to invite to events /// 2) Push Comedy Theater / Comedy theater- produces live sketch and improve comedy as well as training facility for improv comedy. / perform in improv and sketch shows / a few times a year
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
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