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Matheus De Souza

Ubs Financial Services Inc.

Charlotte, NC

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-15
  • NC RA
    APPROVED
    Since 2026-05-15

Branch Locations

11325 North Community House Road Suite 600, Charlotte, NC 28277 • 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
Fresh Touch Llc Marlborough MA 10/2023 Present
Boys And Girls Club Of Metrowest Marlborough MA 06/2019 08/2021
Altitude Trampoline Park Marlborough MA 02/2018 05/2018
Hd Chasen Woburn MA 01/2023 02/2025
Marlborough High School Marlborough MA 05/2018 12/2018
Friendly'S Marlborough MA 11/2017 03/2018
Fidelity Investments Smithfield RI 01/2025 09/2025
Encompass Fitness Marlborough MA 09/2021 04/2023
Courtyard Marriott Marlborough MA 12/2018 10/2019
Jose'S Painting Co Marlborough MA 06/2022 08/2022
Tjx Companies Framingham MA 05/2024 08/2024
Marlborough High School Marlborough MA 11/2014 11/2017
Ubs Financial Services Inc. Charlotte NC 09/2025 Present
  • 10/2023 → Present
    Fresh Touch Llc
    Marlborough, MA
  • 06/2019 → 08/2021
    Boys And Girls Club Of Metrowest
    Marlborough, MA
  • 02/2018 → 05/2018
    Altitude Trampoline Park
    Marlborough, MA
  • 01/2023 → 02/2025
    Hd Chasen
    Woburn, MA
  • 05/2018 → 12/2018
    Marlborough High School
    Marlborough, MA
  • 11/2017 → 03/2018
    Friendly'S
    Marlborough, MA
  • 01/2025 → 09/2025
    Fidelity Investments
    Smithfield, RI
  • 09/2021 → 04/2023
    Encompass Fitness
    Marlborough, MA
  • 12/2018 → 10/2019
    Courtyard Marriott
    Marlborough, MA
  • 06/2022 → 08/2022
    Jose'S Painting Co
    Marlborough, MA
  • 05/2024 → 08/2024
    Tjx Companies
    Framingham, MA
  • 11/2014 → 11/2017
    Marlborough High School
    Marlborough, MA
  • 09/2025 → Present
    Ubs Financial Services Inc.
    Charlotte, NC
Other Businesses

OBA-116102|OrgNmn:Fresh Touch LLC|Org Addr:Marlboroug,Massachuse,US|OBA Nature:Window Cleaning|Invst Rel:N|Title:Founder|Duties:Oversee operations and manage lead acquisitions|StrtDt:10-01-23|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2025-04-24
  • S66 Uniform Combined State Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2025-04-24

View on SEC IAPD

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