Best Investors Account Sign in

Priscilla P Jarvis

Ubs Financial Services Inc.

Charlotte, NC

Weehawken, NJ

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 2026-01-01
  • NC RA
    APPROVED
    Since 2026-01-01

Branch Locations

11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

Charlotte, NC • 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
Ubs Financial Services, Inc Charlotte NC 07/2025 Present
Unemployed (Student) Charlotte NC 10/2022 07/2025
Charlotte Plant Gallery Charlotte NC 07/2024 Present
Rocket Mortgage Detroit MI 03/2020 10/2022
Wells Fargo Charlotte NC 12/2019 03/2020
Unemployed Huntersville NC 10/2019 11/2019
Quicken Loans (Rocket Mortgage) Detroit MI 04/2019 10/2019
New Rez Charlotte NC 01/2019 04/2019
Roundpoint Mortgage Servicing Charlotte NC 11/2018 12/2018
Unemployed Huntersville NC 07/2018 10/2018
Ditech Financial Llc Jacksonville FL 06/2015 07/2018
  • 07/2025 → Present
    Ubs Financial Services, Inc
    Charlotte, NC
  • 10/2022 → 07/2025
    Unemployed (Student)
    Charlotte, NC
  • 07/2024 → Present
    Charlotte Plant Gallery
    Charlotte, NC
  • 03/2020 → 10/2022
    Rocket Mortgage
    Detroit, MI
  • 12/2019 → 03/2020
    Wells Fargo
    Charlotte, NC
  • 10/2019 → 11/2019
    Unemployed
    Huntersville, NC
  • 04/2019 → 10/2019
    Quicken Loans (Rocket Mortgage)
    Detroit, MI
  • 01/2019 → 04/2019
    New Rez
    Charlotte, NC
  • 11/2018 → 12/2018
    Roundpoint Mortgage Servicing
    Charlotte, NC
  • 07/2018 → 10/2018
    Unemployed
    Huntersville, NC
  • 06/2015 → 07/2018
    Ditech Financial Llc
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-29
  • S66 Uniform Combined State Law Examination
    2025-12-29
Other Names
  • Priscilla Jarvis

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