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Michaela Lavin O'COnnell

Ubs Financial Services Inc.

Philadelphia, PA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-11-20
  • PA RA
    APPROVED
    Since 2023-11-20

Branch Locations

1735 Market Street 44Th Floor, Philadelphia, PA 19103 • 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. Malvern PA 07/2020 01/2022
Spargo Inc. Fairfax VA 05/2018 07/2018
Camp Orchard Hill Dallas PA 05/2017 08/2017
Newberry Country Club Dallas PA 04/2014 08/2017
Susquehanna University Selinsgrove PA 08/2016 05/2020
Susquehanna University Career Center Selinsgrove PA 08/2017 05/2020
Mattens Floral And Gift Kingston PA 12/2017 01/2018
Sakari Salon Forty Fort PA 08/2020 09/2021
Sanford C. Bernstein & Co., Llc Philadelphia PA 01/2022 10/2023
Ubs Philadelphia PA 10/2023 Present
  • 07/2020 → 01/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2018 → 07/2018
    Spargo Inc.
    Fairfax, VA
  • 05/2017 → 08/2017
    Camp Orchard Hill
    Dallas, PA
  • 04/2014 → 08/2017
    Newberry Country Club
    Dallas, PA
  • 08/2016 → 05/2020
    Susquehanna University
    Selinsgrove, PA
  • 08/2017 → 05/2020
    Susquehanna University Career Center
    Selinsgrove, PA
  • 12/2017 → 01/2018
    Mattens Floral And Gift
    Kingston, PA
  • 08/2020 → 09/2021
    Sakari Salon
    Forty Fort, PA
  • 01/2022 → 10/2023
    Sanford C. Bernstein & Co., Llc
    Philadelphia, PA
  • 10/2023 → Present
    Ubs
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
S63 Uniform Securities Agent State Law Examination 2020-09-25
  • S66 Uniform Combined State Law Examination
    2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2020-09-25
Other Names
  • Michaela O'COnnell

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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