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Matthew Boyd

Ubs Financial Services Inc.

Naples, FL

Short Hills, NJ

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-22
  • NJ RA
    APPROVED
    Since 2023-05-22

Branch Locations

801 Laurel Oak Drive Suite 500, Suntrust Building, Naples, FL 34108 • United States

51 John F. Kennedy Parkway Suite 240, Short Hills, NJ 07078 • 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
Ubs Weehawken NJ 10/2021 06/2022
Ubs Financial Services Inc Short Hills NJ 07/2022 Present
Morris County Golf Club Morristown NJ 04/2014 09/2021
  • 10/2021 → 06/2022
    Ubs
    Weehawken, NJ
  • 07/2022 → Present
    Ubs Financial Services Inc
    Short Hills, NJ
  • 04/2014 → 09/2021
    Morris County Golf Club
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-20
  • S66 Uniform Combined State Law Examination
    2023-05-20
Other Names
  • Matthew James Boyd

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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