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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-12-21 |
| MD | RA | APPROVED | 2022-12-13 |
| TX | RA | APPROVED_RES | 2022-12-12 |
Branch Locations
1700 M Street Nm 5Th Floor, Washington, DC 20036 • United States
Bethesda, MD • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/1989 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/1989 | 12/2022 |
| Bank Of America, Na | Washington | DC | 12/2009 | 12/2022 |
| Ubs Financial Services | Washington | DC | 12/2022 | Present |
NAME OF OTHER BUSINESS: Barry Siegel Family Trust/ INVESTMENT RELATED?: N / ADDRESS: 6401 Dahlonega Rd, Bethesda, MD/ NATURE OF THE BUSINESS: Trust account created under my father's will to provide income for his widow; assets then pass to me after her death/ POSITION:/ DUTIES:I review the account and ensure that it is being managed according to our investment goals/ START DATE: 11/30/22 / HOURS DEVOTED TO BUSINESS:NA 1826 Gough St.Rental property, Proprietor / owner, Occasional handyman repairs onsite, assist with coordinating required inspections and maintenance, start date-7/1/2015, BaltimoreMDUnited States21231 1938 Bank St., Rental property, Proprietor / owner, Occasional handyman repairs onsite, assist with coordinating required inspections and maintenance, start date-4/20/2016, BaltimoreMDUnited States-21231. 2025 Bank St., Rental property, Proprietor / owner, Occasional handyman repairs onsite, assist with coordinating required inspections and maintenance, start date-5/11/2017, BaltimoreMDUnited States-21231 2113 E. Pratt St., Rental property, Proprietor / owner, Occasional handyman repairs onsite, assist with coordinating required inspections and maintenance, start date-3/29/2018, BaltimoreMDUnited States-21231 509 S. Belnord St.Rental property, Proprietor / owner, Occasional handyman repairs onsite, assist with coordinating required inspections and maintenance, start date-9/1/2022, BaltimoreMDUnited States-21224
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-01 |
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