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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-07 |
Branch Locations
100 Front Street Suite 940, West Conshohocken, PA 19428 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wepark | Wilton | CT | 07/2016 | 10/2016 |
| Ubs Financial Services Inc. | Weehawken | NJ | 10/2016 | 01/2019 |
| Ubs Financial Services Inc. | Weehawken | NJ | 01/2019 | 12/2021 |
| Ubs Financial Services Inc. | Los Angeles | CA | 12/2021 | 08/2024 |
| Ubs Financial Services Inc. | Los Angeles | CA | 08/2024 | 08/2025 |
| Cerity Partners Llc | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
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