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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-11 |
Branch Locations
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Charlotte | NC | 09/2013 | 11/2019 |
| Morgan Stanley | Temple Terrace | FL | 11/2019 | 06/2025 |
| Ubs Financial Services Inc | Charlotte | NC | 04/2026 | Present |
| Unemployed | Lutz | FL | 07/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-05 |
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