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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-06 |
| NY | RA | APPROVED | 2024-03-05 |
| CT | RA | APPROVED | 2018-05-02 |
Branch Locations
299 Park Ave 26Th Floor, New York, NY 10171 • United States
100 West Putnam Avenue 2Nd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2016 | 04/2018 |
| Bank Of America, N.A. | New York | NY | 02/2017 | 04/2018 |
| Ubs Financial Services | Greenwich | CT | 04/2018 | Present |
Scouting America Greater New York Councils,New York United States , Education , The Greater New York Councils (GNYC) is a local council of the Boy Scouts of America that serves the New York City area. As a council GNYC has a unique structure in that it is sub-divided into boroughs, each led by a borough executive. Boroughs are then divided into districts. The Council has helped over five million young people become "Prepared. For Life." since its inception in the 1920s. , Advisor or advisory group member if advice given may influence an officer/board Given my background as an Eagle Scout and working as a financial advisor at UBS I was asked if I would consider joining the board and sitting on the investment committee. , Start date 9/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-08 |
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