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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-11 |
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED_RES | 2018-01-13 |
| NJ | RA | APPROVED | 2018-01-12 |
Branch Locations
1211 Ave Of The Americas 27Th Fl, New York, NY 10036 • United States
333-355 Se 2Nd Ave Ste 3700, 37Th Fl, Miami, FL 33131 • United States
Miami Beach, FL • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 10/2008 | 01/2018 |
| Wells Fargo Clearing Services Llc | New York | NY | 01/2018 | Present |
RENTAL PROPERTY, INV RELATED, SAN PEDRO, BELIZE, 50% OWNERSHIP, START 1/1/2005, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, BLOCK ISLAND, RI, 100% OWNERSHIP, START 7/9/2018, 10 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-26 |
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