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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-01 |
| TX | RA | APPROVED | 2023-02-01 |
Branch Locations
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
4400 Post Oak Parkway Suite 1800, Houston, TX 77027 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2017 | 01/2018 |
| Pnc Bank | Lexington | KY | 12/2016 | 09/2017 |
| Jp Morgan Chase Bank | Lexington | KY | 09/2013 | 09/2016 |
| Blue Grass Community And Technical College | Lexington | KY | 08/2011 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Katy | TX | 11/2021 | 06/2022 |
| Wells Fargo Bank, Na | Katy | TX | 11/2021 | 06/2022 |
| Bank Of America | Houston | TX | 04/2018 | 11/2021 |
| E*Trade Securities Llc | Temple Terrace | FL | 09/2022 | 01/2023 |
| E*Trade Capital Management Llc | Temple Terrace | FL | 09/2022 | 01/2023 |
| Fidelity | Houston | TX | 07/2022 | 09/2022 |
| Ubs Financial Services | Houston | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-14 |
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