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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-02-19 |
| TX | RA | APPROVED_RES | 2024-12-09 |
| WY | RA | APPROVED | 2023-04-18 |
| NE | RA | APPROVED | 2023-04-17 |
| IL | RA | APPROVED | 2023-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co | Chicago | IL | 04/2017 | 03/2023 |
| Booth School Uchicago | Chicago | IL | 04/2015 | 03/2017 |
| Ubs Financial Services Inc. | Chicago | IL | 03/2023 | Present |
1) Fay Ranches Community Foundation, Supporting rural communities, Strategic planning and community support, start date-7/1/2022, BozemanMT United States-59715. 2) Silicon Couloir, Supporting the Teton Valley entrepreneurship ecosystem through education, brainstorming, and attending local events. ,This is NOT an investment committee role, nor a role that makes decisions on. nor invests in, businesses. Solely focused on supporting the ecosystem as a whole. PO Box 804 Jackson WY United States ,Support the Teton Valley and Wyoming startup community by contributing ideas that align the ecosystem with the larger regional vision and direction of the state., Start date 6/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
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