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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Weehawken | NJ | 06/2022 | 08/2022 |
| Atrium Staffing | New York | NY | 05/2021 | 07/2021 |
| Boondocks Fishery | Red Bank | NJ | 05/2020 | 08/2020 |
| Sea Bright Lawn Tennis And Cricket Club | Rumson | NJ | 05/2016 | 08/2018 |
| Ubs Financial Services, Inc | Weehawken | NJ | 08/2023 | 09/2025 |
| Rumson- Fair Haven Regional | Rumson | NJ | 09/2015 | 06/2019 |
| Auburn University | Auburn | AL | 08/2019 | 05/2023 |
| Morgan Stanley | New York | NY | 10/2025 | 05/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | 05/2026 |
| Wells Fargo Clearing Services, Llc | New York | NY | 05/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
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