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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-07
FL RA APPROVED 2021-11-16
  • TX RA
    APPROVED_RES
    Since 2025-10-07
  • FL RA
    APPROVED
    Since 2021-11-16

Branch Locations

525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • 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 Financial Services West Palm Beach FL 02/2021 Present
Wells Fargo Palm Beach FL 06/2017 11/2020
Unemployed West Palm Beach FL 12/2020 02/2021
Campbell University Buies Creek NC 08/2016 05/2017
Campbell University Buies Creek NC 08/2013 05/2017
  • 02/2021 → Present
    Ubs Financial Services
    West Palm Beach, FL
  • 06/2017 → 11/2020
    Wells Fargo
    Palm Beach, FL
  • 12/2020 → 02/2021
    Unemployed
    West Palm Beach, FL
  • 08/2016 → 05/2017
    Campbell University
    Buies Creek, NC
  • 08/2013 → 05/2017
    Campbell University
    Buies Creek, NC
Other Businesses

1) Name of Business: Palm Beach United Way./ Address: 44 Cocoanut Row, M201Palm BeachFLUnited States./ Investment Related: No./ Nature: The Town of Palm Beach United Way, previously known as the Palm Beach Community Chest, was founded in 1945 with the objective to raise and allocate funds to area charitable and philanthropic organizations. The first campaign raised $70,575 to support 13 nonprofit agencies in Palm Beach County. In the past 75 years the population of Palm Beach County has exploded from an estimated 100,000 in 1945 to more than 1.4 million today. Society has changed, needs have changed, but the Town of Palm Beach United Way has kept its mission of improving lives and building a stronger, healthier community for all residents. Over the years, our United Way has raised over $116 million to help those in Palm Beach County who need it the most. Mission - To create long-lasting and measurable changes that improve lives and build strong communities throughout Palm Beach County by ensuring everyone has access to the building blocks for a good quality of life: education, health and financial stability./ Role: OtherMember of the Allocation Committee for Education. We provide non-binding recommendations to the board./ Duty: Part of a committee that deals with Early Childhood Education. We review applications for that team and work as a committee to form a consensus for funding. This is provided to the board as a non-binding recommendation./ Start Date: 1/31/2022./ Time Required: Yes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
  • S66 Uniform Combined State Law Examination
    2021-11-15
Other Names
  • Mary Marguerite Crema

View on SEC IAPD

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