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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| OH | RA | APPROVED | 2022-01-12 |
Branch Locations
312 Walnut Street Suite 3300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Cincinnati | OH | 01/2016 | 02/2019 |
| Raymond James Financial Services, Inc | West Chester | OH | 05/2020 | 12/2021 |
| Raymond James Financial Services Advisors, Inc | West Chester | OH | 05/2020 | 12/2021 |
| First Financial Bank | West Chester | OH | 02/2019 | 12/2021 |
| First Financial Wealth Management | West Chester | OH | 02/2019 | 12/2021 |
| Ubs Financial Services Inc. | Cincinnati | OH | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
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