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Courtney Sommer Freed

Ubs Financial Services Inc.

New Albany, OH

Westerville, OH

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-03-06
  • OH RA
    APPROVED
    Since 2023-03-06

Branch Locations

180 Market St. Ste. 200, New Albany, OH 43054 • United States

Westerville, OH • 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
The Vanguard Group, Inc. Charlotte NC 06/2021 08/2022
Ubs Knoxville TN 06/2020 07/2020
The Walt Disney Company Orlando FL 01/2019 05/2019
Jerome Shottenstein Center Columbus OH 05/2018 08/2018
Outback Steakhouse St. Clairsville OH 06/2017 08/2019
Bob Evans St. Clairsville OH 05/2016 06/2017
St. Clairsville High School St. Clairsville OH 08/2013 05/2017
The Ohio State University Columbus OH 08/2017 05/2021
Ubs Financial Services.iNc Albany OH 08/2022 Present
  • 06/2021 → 08/2022
    The Vanguard Group, Inc.
    Charlotte, NC
  • 06/2020 → 07/2020
    Ubs
    Knoxville, TN
  • 01/2019 → 05/2019
    The Walt Disney Company
    Orlando, FL
  • 05/2018 → 08/2018
    Jerome Shottenstein Center
    Columbus, OH
  • 06/2017 → 08/2019
    Outback Steakhouse
    St. Clairsville, OH
  • 05/2016 → 06/2017
    Bob Evans
    St. Clairsville, OH
  • 08/2013 → 05/2017
    St. Clairsville High School
    St. Clairsville, OH
  • 08/2017 → 05/2021
    The Ohio State University
    Columbus, OH
  • 08/2022 → Present
    Ubs Financial Services.iNc
    Albany, OH
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-06
S63 Uniform Securities Agent State Law Examination 2021-08-10
  • S66 Uniform Combined State Law Examination
    2023-03-06
  • S63 Uniform Securities Agent State Law Examination
    2021-08-10
Other Names
  • Courtney Sommer Storer

View on SEC IAPD

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MORGAN STANLEY · New Albany, OH
LIDO · New Albany, OH
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EDWARD JONES · New Albany, OH
COLUMBUS INVESTMENT ADVISORY INC. · New Alany, OH
YFP WEALTH · NEW ALBANY, OH
M HOLDINGS SECURITIES, INC. · New Albany, OH
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