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Jonathan Steven Casimini

Ubs Financial Services Inc.

Fort Myers, FL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-11-07
  • FL RA
    APPROVED
    Since 2012-11-07

Branch Locations

12800 University Drive Suite 500, Fort Myers, FL 33907 • 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 Fort Myers FL 09/2010 Present
Chops City Grill Bonita Springs FL 11/2009 07/2017
  • 09/2010 → Present
    Ubs Financial Services
    Fort Myers, FL
  • 11/2009 → 07/2017
    Chops City Grill
    Bonita Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-24
S63 Uniform Securities Agent State Law Examination 2012-06-04
  • S65 Uniform Investment Adviser Law Examination
    2012-08-24
  • S63 Uniform Securities Agent State Law Examination
    2012-06-04
Other Names
  • Jonathan Casimini

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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