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Kirtana Vallabh Patel

Ubs Financial Services Inc.

Weehawken, NJ

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-20
  • NJ RA
    APPROVED
    Since 2025-03-20

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 04/2013 05/2018
Bank Of America, N.A. Pennington NJ 04/2013 05/2018
Crump Life Insurance Services Harrisburg PA 06/2018 08/2022
P.J. Robb Variable Corp. Somerset NJ 06/2018 08/2022
Ubs Financial Services, Inc Weehawken NJ 03/2025 Present
Stay At Home Mom Somerset NJ 09/2022 03/2025
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-07
S66 Uniform Combined State Law Examination 2013-05-21
  • S63 Uniform Securities Agent State Law Examination
    2025-08-07
  • S66 Uniform Combined State Law Examination
    2013-05-21
Designations
Other Names
  • Kirtana Vallabh Patel
  • Kirtana Patel

View on SEC IAPD

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