Joshua Jason Aloysius Moorhead

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Ubs
  Nashville, TN
• 07/2021 → 12/2021
  Ernst & Young
  Nasvhill, TN
• 05/2019 → 12/2019
  Discount Tire
  Tucson, AZ
• 01/2021 → 05/2021
  Northwestern Mutual
  Tucson, AZ
• 08/2017 → 08/2021
  University Of Arizona
  Tucson, AZ
• 05/2020 → 08/2020
  Greystar Residential
  Peoria, AZ
• 08/2013 → 05/2017
  St. Pius X High School
  Albuquerque, NM
• 08/2014 → Present
  Independent Contractor
  Nashville, TN

Other Businesses

Soccer Referee - independent contractor for youth, high school, and college Non -investment related No address - travel to games, if needed home address 165 Ashton Ave. Mt. Juliet, TN 37122 Soccer referee no other relationships in this role to other businesses Start Date -11/2/2024 approximately 7 to 10 hours a month on the weekends None during trading hours Referee soccer games for youth, high school, and college at venues across the city and state

Exams

• S66 Uniform Combined State Law Examination
  2025-08-02

Other Names

• Josh Moorhead
• Joshua Moorhead