Matthew Goldstein

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-07-06
TX	RA	APPROVED	2022-07-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ubs Financial Services	Garden City	NY	11/2017	10/2019
Pizzaiola	Oceanside	NY	09/2016	06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jericho	NY	10/2019	11/2021
Rolling River Day Camp	East Rockaway	NY	06/2014	08/2017
Ubs Financial Services	Jericho	NY	11/2021	06/2022
Wells Fargo Clearing Services, Llc	Woodbury	NY	06/2022	Present

11/2017 → 10/2019

Ubs Financial Services

Garden City, NY
09/2016 → 06/2018

Pizzaiola

Oceanside, NY
10/2019 → 11/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jericho, NY
06/2014 → 08/2017

Rolling River Day Camp

East Rockaway, NY
11/2021 → 06/2022

Ubs Financial Services

Jericho, NY
06/2022 → Present

Wells Fargo Clearing Services, Llc

Woodbury, NY

2021-12-13 → 2022-06-16

Ubs Financial Services Inc.

Jericho, NY
2019-11-12 → 2021-11-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
2019-06-18 → 2019-10-28

Ubs Financial Services Inc.

Weehawken, NJ

TRUSTEE FOR GRANDMOTHER'S TRUST; INV. RELATED; OCEANSIDE, NY; START DATE 6/10/2025; 1 HR PER MONTH; 0 HRS DURING TRADING.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-06-17

Other Firms