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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-10 |
| MD | RA | APPROVED | 2022-06-02 |
| DC | RA | APPROVED | 2017-08-02 |
| TX | RA | APPROVED | 2017-07-24 |
Branch Locations
1700 M Street Nm 5Th Floor, Washington, DC 20036 • United States
Gettysburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 05/2008 | 07/2017 |
| Ubs Financial Services Inc. | Washington | DC | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-23 |
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