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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-25 |
| GA | RA | APPROVED | 2023-09-11 |
| SC | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
1320 Main St, Suite 700, Columbia, SC 29201 • United States
941 Houston Northcutt Blvd Suite 100, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2014 | 09/2023 |
| Bank Of America, N.A. | Atlanta | GA | 01/2016 | 09/2023 |
| Ubs Financial Services | Columbia | SC | 09/2023 | Present |
1) Name of Business: Palmetto Club - Membership Committee./ Address: 1231 Sumter St, Columbia South Carolina United States 29201./ Investment Related: no./ Nature: Membership committee. Helping grow membership./ Role: Member of Board of directors./ Duty: Help grow membership./ Start Date: 7/1/2018./ Time Required: Yes. /// 2) LVN Properties, LLC; Charleston, South Carolina 29401; Sole proprietorship; Real Estate; Rental Properties; Proprietor / owner; I own the real estate. I have a property manager that manages the property.; Start date: 5/14/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-04 |
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