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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-15 |
| NJ | RA | APPROVED | 2022-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 09/2007 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 08/2022 | Present |
I*1552262For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Hoboken, New Jersey, 07030, United StatesNature of business: Position, title, association: Sole owner, Start date of relationship: 10/26/2023Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*2564275, Entity Type: Entity Charitable, Name of OBA: Invest In Others, Address: Boston, Massachusetts, 02111, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/23/2025, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: Board member - carry out duty of care, duty of loyalty and duty of obedience Honor Financial Service Providers for their charitable work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-28 |
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