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Todd Spencer Iacovelli

Ubs Financial Services Inc.

Honolulu, HI

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-03
TX RA APPROVED_RES 2019-05-31
HI RA APPROVED 2019-02-15
  • CA RA
    APPROVED
    Since 2021-11-03
  • TX RA
    APPROVED_RES
    Since 2019-05-31
  • HI RA
    APPROVED
    Since 2019-02-15

Branch Locations

733 Bishop St, Honolulu, HI 96813 • 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
Morgan Stanley Honolulu HI 01/2013 02/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 02/2019
Ubs Financial Services Inc Honolulu HI 02/2019 Present
Previous Registrations
Other Businesses

1) Punahou School - Track and Field Team; Non Investment related; HONOLULU, HI; Private Foundation; Head Coach; Feb 2018; During business hours: 0; After business hours: 0 /// 2) Pomar LLC / Other / I am thinking of created an LLC with my cousin to hold Real Estate / We will use this LLC to purchase a piece of investment real estate / Partner / I am going to be a member of this LLC 3) NAME OF OTHER BUSINESS: Punahou Alumni Association of Hawaii / INVESTMENT RELATED?:N / ADDRESS:1601 Punahou St, Honolulu / NATURE OF THE BUSINESS: The Punahou Alumni Association (PAA) is a private nonprofit organization that exists to organize and participate in educational, social, and cultural programs that reach, connect and engage the Punahou Alumni community while supporting the core mission of Punahou School. / POSITION:Member of Board of directors/ DUTIES:_Help the Punahou Alumni Association put on events for alumni living in Hawaii/ START DATE: 1/2/2023/ HOURS DEVOTED TO BUSINESS: NA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-25
  • S66 Uniform Combined State Law Examination
    2013-03-25

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