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Alexa Holm

Ubs Financial Services Inc.

Seal Beach, CA

La Jolla, CA

Phoenix, AZ

San Diego, CA

Newport Beach, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-05
NY RA APPROVED 2021-10-26
NJ RA APPROVED 2017-09-06
  • CA RA
    APPROVED
    Since 2024-03-05
  • NY RA
    APPROVED
    Since 2021-10-26
  • NJ RA
    APPROVED
    Since 2017-09-06

Branch Locations

3030 Old Ranch Pkwy Suite 300, Seal Beach, CA 90740 • United States

1200 Prospect St Suite 100, La Jolla, CA 92038 • United States

2575 East Camelback Rd Suite 900, Phoenix, AZ 85016 • United States

12220 El Camino Real Suite 400, San Diego, CA 92130 • United States

888 San Clemente Drive Suite 300, Newport Beach, CA 92660 • 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
University Of Southern California Los Angeles CA 08/2016 05/2017
Ubs Financial Services Weehawken NJ 08/2017 Present
  • 08/2016 → 05/2017
    University Of Southern California
    Los Angeles, CA
  • 08/2017 → Present
    Ubs Financial Services
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-05
  • S66 Uniform Combined State Law Examination
    2017-09-05
Other Names
  • Alexa Povlitz

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Seal Beach, CA
J.P. MORGAN SECURITIES LLC · SEAL BEACH, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SEAL BEACH, CA
LPL FINANCIAL LLC · SEAL BEACH, CA
OSAIC WEALTH, INC. · SEAL BEACH, CA
AMIP MANAGEMENT · SEAL BEACH, CA
MY PORTFOLIO GUIDE, LLC · SEAL BEACH, CA
FINEBERG FINANCIAL MANAGEMENT LLC · SEAL BEACH, CA

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