Best Investors Account Sign in

Owen Fuller

Ubs Financial Services Inc.

Charlotte, NC

Dallas, TX

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-30
  • TX RA
    APPROVED
    Since 2026-03-30

Branch Locations

6100 Fairview Road 9Th Floor, Charlotte, NC 28277 • United States

100 Crescent Court Suite 600, Dallas, TX 75201 • 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
Monster Energy Charlotte NC 08/2024 05/2025
Ubs Financial Services Wilmington NC 05/2025 07/2025
Ubs Financial Services Charlotte NC 08/2025 11/2025
Ubs Financial Services Inc. Charlotte NC 11/2025 Present
Unc Charlotte Charlotte NC 06/2023 08/2024
Baylor University Waco TX 07/2022 05/2023
Jserra Catholic High School San Juan Capistrano CA 06/2019 06/2022
Ladera Ranch Middle School Ladera Ranch CA 08/2015 05/2019
  • 08/2024 → 05/2025
    Monster Energy
    Charlotte, NC
  • 05/2025 → 07/2025
    Ubs Financial Services
    Wilmington, NC
  • 08/2025 → 11/2025
    Ubs Financial Services
    Charlotte, NC
  • 11/2025 → Present
    Ubs Financial Services Inc.
    Charlotte, NC
  • 06/2023 → 08/2024
    Unc Charlotte
    Charlotte, NC
  • 07/2022 → 05/2023
    Baylor University
    Waco, TX
  • 06/2019 → 06/2022
    Jserra Catholic High School
    San Juan Capistrano, CA
  • 08/2015 → 05/2019
    Ladera Ranch Middle School
    Ladera Ranch, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-15
  • S66 Uniform Combined State Law Examination
    2025-10-15

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor