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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-06-18
TX RA APPROVED 2026-06-18
  • TN RA
    APPROVED
    Since 2026-06-18
  • TX RA
    APPROVED
    Since 2026-06-18

Branch Locations

3102 West End Avenue Suite 780, Nashville, TN 37203 • 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
First Niagara Bank Cranberry Twp PA 11/2014 09/2016
Lpl Financial Cranberry Twp PA 02/2016 09/2016
Key Investment Services Llc Pepper Pike OH 09/2016 05/2017
Keybank Cranberry Township PA 09/2016 05/2017
U.S. Bancorp Investments, Inc. Nashville TN 05/2017 08/2017
U.S. Bank Nashville TN 05/2017 08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 08/2017 06/2026
Bank Of America, N.A. Nashville TN 12/2022 06/2026
Ubs Financial Services Inc. Nashville TN 06/2026 Present
  • 11/2014 → 09/2016
    First Niagara Bank
    Cranberry Twp, PA
  • 02/2016 → 09/2016
    Lpl Financial
    Cranberry Twp, PA
  • 09/2016 → 05/2017
    Key Investment Services Llc
    Pepper Pike, OH
  • 09/2016 → 05/2017
    Keybank
    Cranberry Township, PA
  • 05/2017 → 08/2017
    U.S. Bancorp Investments, Inc.
    Nashville, TN
  • 05/2017 → 08/2017
    U.S. Bank
    Nashville, TN
  • 08/2017 → 06/2026
    Nashville, TN
  • 12/2022 → 06/2026
    Bank Of America, N.A.
    Nashville, TN
  • 06/2026 → Present
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-18
S63 Uniform Securities Agent State Law Examination 2016-06-03
  • S66 Uniform Combined State Law Examination
    2018-04-18
  • S63 Uniform Securities Agent State Law Examination
    2016-06-03
Other Names
  • Kayla Loutzenhiser
  • Kayla Rachelle Loutzenhiser

View on SEC IAPD

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