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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-09 |
| NY | RA | APPROVED | 2024-01-16 |
Branch Locations
58 South Service Road Suite 310, Melville, NY 11747 • United States
1055 Franklin Avenue Suite 300, Garden City, NY 11530 • United States
Melville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Garden City | NY | 06/2012 | 06/2017 |
| Raymond James Financial Services Advisors Inc. | Garden City | NY | 06/2012 | 06/2017 |
| New York Wealth Management Llc | Garden City | NY | 06/2012 | 06/2017 |
| Raymond James & Associates, Inc. | Garden City | NY | 06/2017 | 01/2024 |
| Ubs Financial Services Inc | Melville | NY | 01/2024 | Present |
(1) Name of Business: Grey Neck LLC Address: 11 Breton Ave, Melville, NY, 11747, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Grey Neck LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-24 |
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