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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-31 |
Branch Locations
13815 Fnb Parkway Suite 300, Omaha, NE 68154-5220 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 05/2025 | 07/2026 |
| Austria Property Management Llc | Warwick | RI | 06/2024 | 05/2025 |
| Miami University | Oxford | OH | 08/2020 | 05/2024 |
| Banknewport | Newport | RI | 06/2023 | 08/2023 |
| East Greenwich Marina Llc | East Greenwich | RI | 06/2018 | 08/2022 |
| Bishop Hendricken High School | Warwick | RI | 08/2016 | 06/2018 |
| North Kingstown Senior High School | North Kingstown | RI | 08/2018 | 06/2020 |
| Ubs Financial Services Inc. | Omaha | NE | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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