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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| FL | RA | APPROVED | 2025-12-24 |
Branch Locations
1801 North Military Trail Suite 300, Boca Raton, FL 33431 • 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. | Louisville | KY | 02/2022 | 03/2025 |
| Private Client Services | Louisville | KY | 10/2020 | 02/2022 |
| Cardinal Pointe Financial | Louisville | KY | 09/2018 | 06/2019 |
| Homemaking | Louisville | KY | 07/2019 | 10/2020 |
| Talentwave/Ubs Financial Services Inc. | West Palm Beach | FL | 12/2017 | 07/2018 |
| The Law Office Of Julie Lewis Hauf | West Palm Beach | FL | 07/2017 | 11/2017 |
| Deitsch & Wright, P.A | Lake Worth | FL | 02/2016 | 05/2017 |
| Homemaking | West Palm Beach | FL | 06/2017 | 07/2017 |
| Palm Beach State College | West Palm Beach | FL | 12/2015 | 05/2017 |
| Morgan Stanley | Boca Raton | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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