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Casey Deck

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 2025-09-22
  • NC RA
    APPROVED
    Since 2025-09-22

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
Koch Financial Services St. Petersburg FL 05/2024 08/2024
Crumbl Cookies Brandon FL 06/2021 08/2021
Buckhorn Springs Golf And Country Club Valrico FL 05/2021 07/2021
University Of Florida Gainesville FL 08/2021 05/2025
Newsome High School Lithia FL 08/2017 06/2021
Randall Middle School Lithia FL 08/2015 06/2017
Ubs Financial Services Inc. Charlotte NC 07/2025 Present
  • 05/2024 → 08/2024
    Koch Financial Services
    St. Petersburg, FL
  • 06/2021 → 08/2021
    Crumbl Cookies
    Brandon, FL
  • 05/2021 → 07/2021
    Buckhorn Springs Golf And Country Club
    Valrico, FL
  • 08/2021 → 05/2025
    University Of Florida
    Gainesville, FL
  • 08/2017 → 06/2021
    Newsome High School
    Lithia, FL
  • 08/2015 → 06/2017
    Randall Middle School
    Lithia, FL
  • 07/2025 → Present
    Ubs Financial Services Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
  • S66 Uniform Combined State Law Examination
    2025-09-22

View on SEC IAPD

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