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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-13 |
Branch Locations
55 William Street, Wellesley, MA 02481 • United States
01748, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Framingham | MA | 08/2009 | 06/2018 |
| Ubs Financial Services | Wellesley | MA | 06/2018 | Present |
1) Hopkinton Town Hall (Capital Improvements Committee) / United States Massachusetts, 01748 Governmental Entity / No/ Volunteer position, attend meetings, etc. / / Volunteer / Attend meetings, provide insight, discuss projects. / No / Start Date 4/19/2019 /// 2) Rental Property - Watertown, MA, 01748/ investment related?:yes / Proprietor / owner/I own the property; therefore I am responsible for doing everything that a property owner must do. This includes general property maintenance, upkeep, improvements, repairs, etc./ start date: 4/30/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-28 |
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