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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-13 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Las Vegas | NV | 05/2023 | 05/2025 |
| Unemployed | Charlotte | NC | 10/2022 | 05/2023 |
| Honeywell | Charlotte | NC | 05/2021 | 10/2022 |
| Ge Aviation | Cincinnati | OH | 02/2012 | 05/2021 |
| Park Avenue Securities Llc | Las Vegas | NV | 01/2024 | 05/2025 |
| Guardian Life Insurance Company | Charlotte | NC | 02/2024 | 05/2025 |
| Park Avenue Securities | Charlotte | NC | 02/2024 | 05/2025 |
| Ubs Financial Services, Inc | Charlotte | NC | 06/2025 | Present |
1. Military Reserve Duty; not investment related; 07/01/2023; 16 hrs a month Start: 07/01/2023 Address: unknown, 16 total hours per month, 0 during securities trading hours, Less than 10% annual income, Not investment related, 2. US Naval Academy Blue and Gold Officer Start: 03/17/2023, Address: 9403 Penshurst Trce, Charlotte NC, 28210, 6 total hours per month, 0 during securities trading hours, No annual compensation, Not investment related, 3. Omni Montessori School Assistant Soccer Coach Start: 03/13/2023, Address: 9536 Blakeney Heath Rd, Charlotte, NC 28277, 4 total hours per month, 0 during securities trading hours, No annual compensation, Not investment related, 4. US Naval Academy Alumni Association of Greater Charlotte, Start: 03/08/2024, Address: None, 2 total hours per month, 0 during securities trading hours, No annual compensation, Not investment related, 5. DW CLT LLC., Owner of LLC holding rental properties, Start: 10/18/2024 Address: 9403 Penshurst Trce, Charlotte NC, 28210, 10 total hours per month, 0 during securities trading hours, More than 10% annual compensation, Investment related, 6) United States Navy Reserve,North Carolina28213,Governmental Entity,United States Navy Reserve,Employee / staff member, Naval Aviation and Anti-Submarine Warfare, Start Date- 7/2/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
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