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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-03 |
Branch Locations
801 Laurel Oak Drive Suite 500, Suntrust Building, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Private Wealth Management | Naples | FL | 06/2024 | Present |
| Bmo Harris Wealth Management | Naples | FL | 12/2020 | 05/2024 |
| Bny Mellon Wealth Management | Naples | FL | 08/2018 | 12/2020 |
| Akerman Llp | Naples | FL | 04/2017 | 08/2018 |
| Suntrust Private Wealth Management (Now Truist) | Fort Lauderdale | FL | 09/2015 | 04/2017 |
1. Estate Planning Council of Naples, NaplesFL United States-34110, Estate Planning Council of NaplesFinancial (Consumer & Investment Services), Board Member, Member of Board of directors, Board of Director duties, start date-1/1/2023. 2. Rubenstein Family Foundation Inc., Fort MyersFL United States-33907, Foundation, Charity, Charitable purposes, Member of Board of directors, Secretary / Member of Board of Directors, start date-12/15/2021. 3. Jewish Federation of Greater Naples, Board Member, Financial Committee, Board of Director duties, start date-1/1/2020, Naples FL United States-34119.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-02 |
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