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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-07 |
Branch Locations
303 E. Main Street 3Rd Floor, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Barrington | IL | 11/2020 | Present |
| Citadel Group Limited | Lake Zurich | IL | 04/2004 | 07/2019 |
| Karchmar Life Insurance And Legacy Planning | Northbrook | IL | 05/2020 | 11/2020 |
| Unemployed | Barrington | IL | 07/2019 | 05/2020 |
Erie Elementary Charter School,ChicagoILUnited States,Educational Establishment,Education,Erie Elementary is an open enrollment, free public Charter school within the Chicago Public Schools. Erie Elementary serves grades K - 8.,Member of Board of directors,The board's duties include setting strategic direction and ensuring mission alignment, oversight of academic, financial and operational performance, as well as supporting fundraising and community outreach efforts of the school,Start date -1/14/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-26 |
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