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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-27 |
| TX | RA | APPROVED | 2024-06-27 |
Branch Locations
100 West Putnam Avenue 2Nd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 02/1998 | 04/2019 |
| Pond Hill Family Office | Greenwich | CT | 05/2019 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 09/2019 | 06/2024 |
| Jpmorgan Securities Llc | Greenwich | CT | 09/2019 | 06/2024 |
| Ubs Financial Services Inc. | Greenwich | CT | 06/2024 | Present |
1) Northeast Greenwich Association, GreenwichCT United States-06830, Association (e.g. Trade or Industry, Sport), Charity, Local community organization educating residents about local issues, Member of Board of directors, I am the treasurer of a small non-profit, start date- 5/14/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-26 |
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