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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-09 |
Branch Locations
184 Liberty Corner Road Suite 101, Warren, NJ 07059 • United States
140 Broad Street Suite 100, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilmartin Group | New York | NY | 05/2021 | 05/2023 |
| Lazar, A Finn Partners Company | New York | NY | 11/2020 | 05/2021 |
| The Ruth Group | New York | NY | 02/2016 | 10/2020 |
| Gilmartin Financial | New York | NY | 03/2022 | 05/2023 |
| Ubs Financial Services, Inc | Red Bank | NJ | 08/2025 | Present |
| Unemployed | Jersey City | NJ | 06/2023 | 10/2023 |
| Avantax Investment Services Inc | Wall | NJ | 11/2023 | 04/2025 |
| Jack Oujo Cpa, Inc Dba Oujo Wealth Strategies | Wall | NJ | 11/2023 | 04/2025 |
| Unemployed | Neptune City | NJ | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-29 |
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