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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-28 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 04/2023 | 10/2023 |
| Wells Fargo Bank, Na | Bellevue | WA | 10/2022 | 03/2024 |
| Lonestar Kingwood Community College | Kingwood | TX | 01/2014 | 12/2016 |
| Houston Community College | Houston | TX | 01/2017 | 06/2018 |
| University Of Houston | Houston | TX | 08/2018 | 12/2020 |
| University Of Washington | Seattle | TX | 03/2021 | 07/2022 |
| Mechanicme | Seattle | WA | 04/2022 | 04/2023 |
| Morgan Stanley | Kirkland | WA | 03/2024 | 02/2025 |
| Uber | Seattle | WA | 03/2025 | 07/2025 |
| Ubs Financial Services Inc | Charlotte | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-04 |
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