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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Securities Llc | Boston | MA | 07/2022 | 07/2023 |
| Xavier University | Cincinnati | OH | 08/2018 | 05/2022 |
| Osc Sports, Inc. | Wilmington | MA | 09/2016 | 12/2021 |
| Wilmington High School | Wilmington | MA | 08/2014 | 06/2018 |
| Volition Capital | Boston | MA | 09/2023 | 05/2025 |
| Ubs Financial Services, Inc. | Boston | MA | 05/2025 | Present |
| U.S. Bank | Cincinnati | OH | 06/2021 | 08/2021 |
| G2 Capital Advisors | Boston | MA | 09/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-26 |
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