Best Investors Account Sign in

Olivia Grace Makemson

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 2026-01-05
  • NC RA
    APPROVED
    Since 2026-01-05

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
Ubs Financial Services, Inc Charlotte NC 10/2025 Present
Providence Day School Charlotte NC 08/2009 05/2021
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2022 07/2025
Bucknell University Lewisburg PA 08/2021 05/2022
  • 10/2025 → Present
    Ubs Financial Services, Inc
    Charlotte, NC
  • 08/2009 → 05/2021
    Providence Day School
    Charlotte, NC
  • 08/2022 → 07/2025
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 08/2021 → 05/2022
    Bucknell University
    Lewisburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-05
  • S66 Uniform Combined State Law Examination
    2026-01-05

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