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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-14
NY RA APPROVED 2025-08-13
  • FL RA
    APPROVED
    Since 2025-08-14
  • NY RA
    APPROVED
    Since 2025-08-13

Branch Locations

150 Second Ave. North Suite 1000, St. Petersburg, FL 33701 • 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
Strategies For Wealth New York NY 06/2024 03/2025
Viva Pictures Los Angeles CA 06/2023 09/2023
Viva Pictures Los Angeles CA 06/2022 09/2022
White Planes Ywca White Planes NY 06/2021 09/2021
Miss Universe Pageant New Orleans LA 01/2023 01/2023
Orienta Beach Club Mamaroneck NY 06/2018 09/2018
Mamaroneck High School Mamaroneck NY 09/2016 06/2020
Tulane University New Orleans LA 08/2020 05/2024
Guardian Life Insurance Company New York NY 03/2025 06/2025
Registered Representative New York NY 03/2025 06/2025
Ubs Financial Services, Inc Saint Petersburg FL 07/2025 Present
  • 06/2024 → 03/2025
    Strategies For Wealth
    New York, NY
  • 06/2023 → 09/2023
    Viva Pictures
    Los Angeles, CA
  • 06/2022 → 09/2022
    Viva Pictures
    Los Angeles, CA
  • 06/2021 → 09/2021
    White Planes Ywca
    White Planes, NY
  • 01/2023 → 01/2023
    Miss Universe Pageant
    New Orleans, LA
  • 06/2018 → 09/2018
    Orienta Beach Club
    Mamaroneck, NY
  • 09/2016 → 06/2020
    Mamaroneck High School
    Mamaroneck, NY
  • 08/2020 → 05/2024
    Tulane University
    New Orleans, LA
  • 03/2025 → 06/2025
    Guardian Life Insurance Company
    New York, NY
  • 03/2025 → 06/2025
    Registered Representative
    New York, NY
  • 07/2025 → Present
    Saint Petersburg, FL
Other Businesses

Name: ATLAS 25 LLC Not Investment related Address: No Physical location, operated entirely online Nature: E-commerce site Position: Owner Approximate start date: October 2023 Hours devoted/month: 4 Hours Hours devoted during securities trading hours: None, work done exclusively on weekends Duties: Oversee online storefront and supplier fulfillment. Duties are limited to periodic website maintenance. No client-facing activities or financial services involved.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-29
  • S66 Uniform Combined State Law Examination
    2025-04-29

View on SEC IAPD

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