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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-07 |
Branch Locations
7250 Dallas Parkway Suite120, Plano, TX 75024 • United States
Allen, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Frisco | TX | 03/2017 | 03/2018 |
| Healthlevel | Mountain View | CA | 07/2016 | 11/2016 |
| New York Life Insurance Co | Frisco | TX | 02/2017 | 03/2018 |
| Unemployed | Mckinney | TX | 11/2016 | 02/2017 |
| Ubs Financial Services Inc. | Plano | TX | 03/2018 | Present |
1) Transforming Visions To Dreams; Providing mentoring to "at-risk" teens in the Denton county area.; 1109 E Hebron Parkway #1101, Carrollton, TX 75010; Start Date 05/2017; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours /// 2) Name of Business: The Home Depot./ Address: 909 W McDermott Dr, Allen texas United States75013./ Investment Related: No./Nature: hourly employee restocking shelves overnight./ Role: hourly employee restocking shelves overnight./ Start Date: 2/16/2023./ Time Required: No. 3)Boston Scientific,Medical device manufacturing and sales,TexasUnited States,This would be PRN/as needed. I would be asked to check patient devices in a doctor's office or in the hospital (a responsibility I had when I previously worked for Boston Scientific and St Jude Medical prior to working at UBS).Start date -8/18/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-02 |
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