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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-26 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
1500 Main Street [Satelllite], Springfield, MA 01115 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Springfield | MA | 03/2011 | 02/2026 |
| Wells Fargo Advisors Financial Network, Llc | Springfield | MA | 02/2026 | Present |
ELEEF East Longmeadow Education Endowment Fund / p.o. box 1011 East Longmeadow,MA 01028 / Other/ Education / Raise money for East Longmeadow Public Schools / Member of Board of Directors / / Current President of ELEEF / Start Date 9/1/2016/ Education Endowment Fund /
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-01-27 |
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