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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-09 |
| CA | RA | APPROVED | 2022-09-27 |
| NY | RA | APPROVED | 2022-09-26 |
| TX | RA | APPROVED | 2022-09-26 |
Branch Locations
One Jericho Plaza Suit 205, Jericho, NY 11753 • United States
Bayville, NY • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Melville | NY | 12/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Melville | NY | 11/2016 | 09/2022 |
| Ubs Financial Services | Jericho | NY | 09/2022 | Present |
1. Naples Condo, I will be managing the rentals for 3 months of the year, owner, manage the ownership, start date-4/17/2023, NaplesFL United States-34103
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-20 |
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