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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-09-05 |
| TX | RA | APPROVED | 2017-09-05 |
Branch Locations
One Monarch Place Suite 720, Springfield, MA 01144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | MA | 10/2014 | 09/2017 |
| Bank Of America, N.A. | Springfield | MA | 01/2015 | 09/2017 |
| Ubs Financial Services Inc. | Springfield | MA | 09/2017 | Present |
Springfield Schools Volunteers located at 1550 Main St, 3rd Floor, Springfield, Massachusetts; non-profit organization that has been matching the resources of the community with the needs of the Springfield Public Schools since 1969 to provide academic support to Springfield's public school students in alignment with the school district's priorities. As a member of the investment committee my role is to review, monitor and recommend changes to the asset allocation within the parameters of the investment policy statement; Start date: 10/1/2021; 0 hrs. per month. Irrevocable Insurance Trust of J.F.F Jr, Ensure annual insurance premium is paid, Longmeadow Massachusetts United States-01106-2719, Start date-4/4/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-14 |
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