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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-21 |
| NC | RA | APPROVED | 2024-08-09 |
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 |
|---|---|---|---|---|
| University Of Oklahoma | Norman | OK | 08/2023 | 05/2024 |
| X Games | Ventura | CA | 07/2023 | 07/2023 |
| Venturi Private Wealth | Oklahoma City | OK | 06/2022 | 07/2022 |
| City Of Southlake | Southlake | TX | 01/2019 | 08/2021 |
| Lifetime Fitness | Colleyville | TX | 05/2018 | 08/2018 |
| Earthwise Pet | Southlake | TX | 11/2017 | 05/2018 |
| Ubs Financial Services, Inc | Charlotte | NC | 07/2024 | Present |
| Student | Southlake | TX | 01/2014 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-08 |
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