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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-04 |
| ME | RA | APPROVED | 2020-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | Hartford | CT | 02/2016 | 02/2017 |
| Ubs Financial Services Inc. | Boston | MA | 02/2017 | Present |
| Ubs Bank Usa | Boston | MA | 02/2017 | Present |
1) Worcester Academy, Private Middle and High School, WorcesterMAUnited States-01604, I have been asked to join the Board of Trustees at Worcester Academy. I will be helping to develop and implement the visions and goals of Worcester Academy and put them into practice, start date-10/18/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-05 |
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