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Patrick Porter

Ubs Financial Services Inc.

Clearwater, FL

Tampa, FL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-05
  • FL RA
    APPROVED
    Since 2025-11-05

Branch Locations

311 Park Place Boulevard Suite 650, Clearwater, FL 33759 • United States

101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 08/2012 09/2019
Morgan Stanley Sarasota FL 09/2019 10/2025
Ubs Financial Services Inc. Tampa FL 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-12
S63 Uniform Securities Agent State Law Examination 2007-02-16
  • S65 Uniform Investment Adviser Law Examination
    2013-12-12
  • S63 Uniform Securities Agent State Law Examination
    2007-02-16
Other Names
  • Patrick J Porter
  • Patrick J Porter
  • Patrick J Porter
  • Patrick James Porter

View on SEC IAPD

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ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
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Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

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