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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2020-06-26 |
| TX | RA | APPROVED | 2020-06-26 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
Gaithersburg, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Bethesda | MD | 12/2008 | 06/2020 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 06/2020 | Present |
THE FAMILY ROOM; NOT INVESTMENT RELATED; LAYTONSVILLE,MD; 100% OWNERSHIP BY SPOUSE; START 11/1/2017; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; RETAIL HOUSEHOLD STORE AND GATHERING PLACE. EVERGREEN CHRISTIAN SCHOOL, INVT RELATED, LEESBURG, VA, FINANCE COMMITTEE, START 5/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, REVIEW AND PROVIDE GUIDANCE ON THE FINANCES OF THE SCHOOL. RENTAL PROPERTY, INV RELATED, KNOXVILLE, TN, 50% OWNERSHIP, START 7/6/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.; RENTAL PROPERTY; INV RELATED; BELMAR, NJ; 66.7% OWNERSHIP; 06/2025; 10 HOURS PER MONTH; 10 HOURS DURING TRADING; RESIDENTIAL RENTAL ESTATE OF EILEEN ZEMO ; INV RELATED; BYRON,GA; EXECUTOR ; START DATE: 11/17/2025; 3 HRS PER MONTH; 3 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-01 |
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