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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-18 |
| TX | RA | APPROVED_RES | 2022-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Cherry Hill | NJ | 07/2015 | 03/2017 |
| Ubs Financial Services Inc. | Conshohocken | PA | 03/2017 | 08/2018 |
| Ubs Financial Services Inc. | Mount Laurel | NJ | 08/2018 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Mount Laurel | NJ | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-08 |
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