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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-27 |
Branch Locations
500 Exchange Street Suite 1210, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endurance Wealth Management, Inc. | Providence | RI | 06/2009 | 09/2023 |
| Ubs Financial Services Inc. | Providence | RI | 03/2026 | Present |
| Crestwood Advisors Llc | Providence | RI | 09/2023 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-18 |
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