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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-30 |
| KY | RA | APPROVED | 2024-10-10 |
| IL | RA | APPROVED | 2024-01-22 |
Branch Locations
8027 Forsyth Blvd Suite 1010, Clayton, MO 63105 • United States
500 North Hurstbourne Suite 300, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Chicago | IL | 10/2023 | Present |
| Bank Of America Merill Lynch | Dallas | TX | 06/2022 | 08/2022 |
| Inflection Advisors Inc. | Los Angeles | CA | 05/2021 | 08/2021 |
| Shaip.aI | Louisville | KY | 05/2020 | 08/2020 |
| Indiana University | Bloomington | IN | 08/2019 | 05/2023 |
| Dupont Manual High School | Louisville | KY | 08/2015 | 05/2019 |
| Mediscribes Inc | Louisville | KY | 03/2016 | Present |
Mediscribes, Inc. Not investment related 12806 Townepark Way, Louisville, KY 40245 Medical Transcription Writer of blogs, brochures Employee 1/1/2017 3-5 hours/month 0 hours devoted during trading hours I write brochures and blogs for them on an occasional basis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-20 |
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