Larson Fox Inauen

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2025 → Present
  Ubs Financial Services, Inc
  Winter Park, FL
• 07/2025 → 09/2025
  Unemployed
  Wesley Chapel, FL
• 05/2024 → 06/2025
  Chapel Crossings Cdd
  Wesley Chapel, FL
• 08/2023 → 05/2025
  Florida State University, College Of Applied Studies
  Panama City, FL
• 08/2022 → 05/2023
  Tallahassee State College
  Tallahassee, FL
• 08/2021 → 01/2022
  Clean Juice
  Windermere, FL
• 08/2020 → 05/2022
  Valencia College
  Orlando, FL
• 12/2019 → 05/2020
  Sweetwater Car Wash
  Windermere, FL
• 08/2018 → 05/2022
  Windermere High School
  Windermere, FL
• 08/2017 → 05/2018
  Charles S. Rushe Middle School
  Land O Lakes, FL
• 08/2015 → 05/2017
  Seven Springs Middle School
  New Port Richey, FL
• 06/2023 → 07/2023
  Unemployed
  Saint Petersburg, FL
• 06/2022 → 07/2022
  Unemployed
  Windermere, FL
• 06/2017 → 07/2017
  Unemployed
  New Port Richey, FL
• 06/2018 → 07/2018
  Unemployed
  Windermere, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02