Best Investors Account Sign in

Christian Alexander Perry

Ubs Financial Services Inc.

Charlotte, NC

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-27
  • NC RA
    APPROVED
    Since 2025-08-27

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
Harris Teeter Mooresville NC 09/2017 11/2021
Ymca Statesville NC 05/2022 08/2022
Troical Smoothie Mooresville NC 06/2023 08/2023
Top Golf Charlotte NC 08/2023 07/2025
High School Statesville NC 06/2015 06/2018
Unemployes Mooresville NC 12/2021 05/2022
Ubs Financial Services, Inc Charlotte NC 07/2025 Present
Unemployed/Full-Time Student Charlotte NC 09/2022 08/2023
  • 09/2017 → 11/2021
    Harris Teeter
    Mooresville, NC
  • 05/2022 → 08/2022
    Ymca
    Statesville, NC
  • 06/2023 → 08/2023
    Troical Smoothie
    Mooresville, NC
  • 08/2023 → 07/2025
    Top Golf
    Charlotte, NC
  • 06/2015 → 06/2018
    High School
    Statesville, NC
  • 12/2021 → 05/2022
    Unemployes
    Mooresville, NC
  • 07/2025 → Present
    Ubs Financial Services, Inc
    Charlotte, NC
  • 09/2022 → 08/2023
    Unemployed/Full-Time Student
    Charlotte, NC
Other Businesses

1) Target,Retail, Rea RdCharlotte,United States,Service desk, Start date -11/9/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-07
  • S66 Uniform Combined State Law Examination
    2025-07-07

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