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Advisor at UBS FINANCIAL SERVICES INC.
MT. LAUREL, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | Wirehouse | Apr 9, 2026 | n/a | yes | MT. LAUREL, NJ | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 14, 2025 | Mar 17, 2026 | no | HADDON HEIGHTS, NJ|PHILADELPHIA, PA|PHILADELPHIA, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | UBS FINANCIAL SERVICES INC. | Mar 17, 2026 | Apr 9, 2026 | 23 | Firm change | Ibd to wirehouse |