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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-15 |
| WA | RA | APPROVED | 2025-01-13 |
Branch Locations
1285 Avenue Of The Americas 38Th Floor, New York, NY 10019 • United States
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Powder Pigs Ski School | Issaquah | WA | 10/2018 | 04/2019 |
| Justice For Girls Coalition | Seattle | WA | 04/2020 | 06/2020 |
| Community Attributes Inc. | Seattle | WA | 04/2022 | 08/2022 |
| Badgley Phelps Wealth Managers | Seattle | WA | 05/2023 | 08/2023 |
| Texas Christian University; Neeley School Of Business | Fort Worth | TX | 03/2022 | 05/2024 |
| Texas Christian University | Fort Worth | TX | 08/2020 | 05/2024 |
| University Of Westminster | London | 01/2023 | 05/2023 | |
| Ubs Financial Services | New York | NY | 08/2024 | Present |
| Seattle Academy Of Arts And Sciences | Seattle | WA | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-11 |
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