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Patrick A Kelly

Ubs Financial Services Inc.

New York, NY

Rochester, NY

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-26
CT RA APPROVED 2017-02-24
  • NY RA
    APPROVED
    Since 2021-10-26
  • CT RA
    APPROVED
    Since 2017-02-24

Branch Locations

1285 Avenue Of The Americas 20Th Floor, New York, NY 10171 • United States

400 Linden Oaks, Rochester, NY 14625 • 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 And Smith Incorporated Pittsford NY 05/2012 02/2017
Bank Of America, N.A. Pittsford NY 05/2013 02/2017
Ubs Financial Services Inc. Rochester NY 02/2017 Present
  • 05/2012 → 02/2017
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Pittsford, NY
  • 05/2013 → 02/2017
    Bank Of America, N.A.
    Pittsford, NY
  • 02/2017 → Present
    Ubs Financial Services Inc.
    Rochester, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-20
  • S66 Uniform Combined State Law Examination
    2012-11-20
Other Names
  • Patrick Arthur Kelly

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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