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Kristy Lee Leavitt

Ubs Financial Services Inc.

West Palm Beach, FL

J.P. Morgan Securities LLC

Palm Beach Gardens, FL

Miami, 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 2026-08-31
  • FL RA
    APPROVED
    Since 2026-08-31

Branch Locations

525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2015-04-14
LA RA APPROVED 2015-04-09
OH RA APPROVED 2015-04-09
TX RA APPROVED_RES 2015-04-09
FL RA APPROVED 2013-04-04
  • NC RA
    APPROVED
    Since 2015-04-14
  • LA RA
    APPROVED
    Since 2015-04-09
  • OH RA
    APPROVED
    Since 2015-04-09
  • TX RA
    APPROVED_RES
    Since 2015-04-09
  • FL RA
    APPROVED
    Since 2013-04-04

Branch Locations

3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States

1450 Brickell Avenue 15Th Floor, Miami, FL 33131 • 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
Jpmorgan Chase Bank Na Boston MA 01/2013 08/2026
Jp Morgan Securities Llc Boston MA 01/2013 08/2026
Ubs Financial Services Inc. Boca Raton FL 08/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-01
  • S66 Uniform Combined State Law Examination
    2013-04-01
Other Names
  • Kristy Grimason
  • Kristy Lee Grimason
  • Kristy Lee Leavitt
  • Kristy Leavitt

View on SEC IAPD

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CLEARSKY ADVISORS LLC
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TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
UBS FINANCIAL SERVICES INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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