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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
3801 Pga Blvd Suite 801, Palm Beach Gardens, FL 33410-2757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Fort Myers | FL | 02/2014 | 04/2018 |
| Ubs Financial Services Inc. | Palm Beach Gardens | FL | 05/2018 | 04/2022 |
| Ubs Financial Services Inc | Palm Beach Gardens | FL | 05/2022 | 07/2026 |
| Rbc Capital Markets, Llc | Palm Beach Gardens | FL | 07/2026 | Present |
| City National Bank | Palm Beach Gardens | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-05 |
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