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Kaveh Gilanshah

Ubs Financial Services Inc.

Washington, DC

Washington, DC

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-07-14
  • DC RA
    APPROVED
    Since 2022-07-14

Branch Locations

1700 M Street Nm 5Th Floor, Washington, DC 20036 • United States

Washington, DC • 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
Financial Solutions & 401K Solutions, Inc. Bethesda MD 05/2015 09/2016
Auto Care Association Bethesda MD 05/2017 09/2017
Auto Care Association Bethesda MD 05/2018 09/2018
Picture Frame Factory Washington D.C DC 08/2018 02/2021
Keystone Asset Management Mclean VA 02/2021 07/2021
Ubs Financial Services, Inc. Washington D.C DC 07/2021 Present
George Mason University Fairfax VA 09/2016 05/2017
George Mason University Fairfax VA 09/2017 05/2018
  • 05/2015 → 09/2016
    Financial Solutions & 401K Solutions, Inc.
    Bethesda, MD
  • 05/2017 → 09/2017
    Auto Care Association
    Bethesda, MD
  • 05/2018 → 09/2018
    Auto Care Association
    Bethesda, MD
  • 08/2018 → 02/2021
    Picture Frame Factory
    Washington D.C, DC
  • 02/2021 → 07/2021
    Keystone Asset Management
    Mclean, VA
  • 07/2021 → Present
    Ubs Financial Services, Inc.
    Washington D.C, DC
  • 09/2016 → 05/2017
    George Mason University
    Fairfax, VA
  • 09/2017 → 05/2018
    George Mason University
    Fairfax, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-02
  • S66 Uniform Combined State Law Examination
    2022-04-02
Other Names
  • Kaveh Gilanshah

View on SEC IAPD

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BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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