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Robert Morehead

Ubs Financial Services Inc.

Northbrook, IL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-13
IL RA APPROVED 2021-01-12
  • FL RA
    APPROVED
    Since 2021-01-13
  • IL RA
    APPROVED
    Since 2021-01-12

Branch Locations

5 Revere Drive 1 Northbrook Place, Northbrook, IL 60062 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 04/2019 12/2020
The George Washington University Washington DC 08/2014 05/2018
Unemployed Woodstock IL 05/2018 09/2018
Stonecutter Recording Studios Chicago IL 09/2018 11/2018
Unemployed Woodstock IL 11/2018 04/2019
Bank Of America, N.A. Rolling Meadows IL 04/2019 12/2020
Ubs Financial Services, Inc. Northbrook IL 01/2021 Present
  • 04/2019 → 12/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 08/2014 → 05/2018
    The George Washington University
    Washington, DC
  • 05/2018 → 09/2018
    Unemployed
    Woodstock, IL
  • 09/2018 → 11/2018
    Stonecutter Recording Studios
    Chicago, IL
  • 11/2018 → 04/2019
    Unemployed
    Woodstock, IL
  • 04/2019 → 12/2020
    Bank Of America, N.A.
    Rolling Meadows, IL
  • 01/2021 → Present
    Ubs Financial Services, Inc.
    Northbrook, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-07
  • S66 Uniform Combined State Law Examination
    2020-02-07
Other Names
  • Robert Morehead
  • Robert Patrick Morehead

View on SEC IAPD

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DDS INVESTMENT MANAGEMENT, INC.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
E. A. HORWITZ LLC
EAGLE STRATEGIES LLC

Other Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER
YAKOV MOSHE BAYLIS
WENDY FELICIA JACOBSON-ROSEN
WALTER WALEED COSMO
Charles Louis Rosen
JAY MICHAEL RUBINSTEIN

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
DDS INVESTMENT MANAGEMENT, INC. · NORTHBROOK, IL
LPL ENTERPRISE, LLC · NORTHBROOK, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
OSAIC WEALTH, INC. · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL

More in Northbrook, IL

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