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100 First Stamford Place, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-20 |
Branch Locations
100 First Stamford Place, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time College Student | New York | NY | 01/2010 | 11/2018 |
| Ubs Financial Services | Weehawken | NJ | 08/2018 | 08/2020 |
| Ubs Am | New York | NY | 08/2020 | 01/2025 |
| Ubs Financial Services | New York | NY | 01/2025 | 10/2025 |
| O'SHaughnessy Asset Management, Llc | Stamford | CT | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
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