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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-18
PA RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • FL RA
    APPROVED
    Since 2025-09-18
  • PA RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

600 Grant Streetsuite 4650, Pittsburgh, PA 15219 • United States

Fort Lauderdale, FL • United States

401 East Las Olas Boulevard Las Olas Centre, Ft. Lauderdale, FL 33301 • 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
Lincoln Financial Network Philadelphia PA 05/2021 09/2021
Lincoln Financial Network Philadelphia PA 08/2018 04/2021
Full Time College Student Philadelphia PA 01/2014 08/2018
Ubs Philadelphia PA 06/2017 07/2017
Lincoln Financial Advisors Fort Lauderdale FL 09/2021 02/2025
Lincoln Financial Securities Fort Lauderdale FL 09/2021 02/2025
Osaic Wealth, Inc. Scottsdale AZ 01/2025 03/2025
Ubs Financial Services Inc. Pittsburgh PA 07/2025 Present
Unemployed Fort Lauderdale FL 03/2025 06/2025
  • 05/2021 → 09/2021
    Lincoln Financial Network
    Philadelphia, PA
  • 08/2018 → 04/2021
    Lincoln Financial Network
    Philadelphia, PA
  • 01/2014 → 08/2018
    Full Time College Student
    Philadelphia, PA
  • 06/2017 → 07/2017
    Ubs
    Philadelphia, PA
  • 09/2021 → 02/2025
    Lincoln Financial Advisors
    Fort Lauderdale, FL
  • 09/2021 → 02/2025
    Lincoln Financial Securities
    Fort Lauderdale, FL
  • 01/2025 → 03/2025
    Scottsdale, AZ
  • 07/2025 → Present
    Pittsburgh, PA
  • 03/2025 → 06/2025
    Unemployed
    Fort Lauderdale, FL
Previous Registrations
  • 2025-01-24 → 2025-04-02
    Scottsdale, AZ
  • 2022-03-16 → 2025-01-24
    Osaic Fa, Inc.
    Radnor, PA
    Radnor, PA
    Fort Lauderdale, FL
    Fort Wayne, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04
Designations

View on SEC IAPD

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