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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-03 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 04/2021 | 12/2024 |
| Mount Saint Joseph High School | Baltimore | MD | 08/2012 | 05/2016 |
| The Turn House | Columbia | MD | 05/2017 | 05/2017 |
| Outdoor Architects | Elkridge | MD | 05/2017 | 08/2017 |
| Diprato's | Columbia | SC | 05/2018 | 11/2018 |
| Carousel Group Hotels | Ocean City | MD | 06/2019 | 08/2019 |
| Carousel Group Hotels | Ocean City | MD | 05/2020 | 10/2020 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2020 |
| Unemployed | Clarksville | MD | 11/2020 | 03/2021 |
| Ubs Financial Services | Charlotte | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-12 |
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