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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-29 |
| MD | RA | APPROVED | 2024-01-18 |
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Bethesda | MD | 08/2014 | 01/2024 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 01/2024 | Present |
ESTATE OF AUNT; INV RELATED; EASTON,MD; EXECUTORS DUTIES FOR AUNTS ESTATE; EXECUTOR; START DATE: 10/07/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-29 |
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