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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-04
  • TX RA
    APPROVED
    Since 2024-03-04

Branch Locations

One Post Office Square, Boston, MA 02109 • United States

Boxborough, MA • 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 Columbia MD 04/2013 02/2018
Ubs Financial Services Inc. Wellesley MA 02/2018 12/2022
Arch Wealth Management Llc Sudbury MA 12/2022 Present
Power Word Yarn Boxborough MA 07/2020 Present
Ameritas Investment Company, Llc Lincoln NE 01/2023 02/2024
Ameritas Advisory Services, Llc Lincoln NE 01/2023 02/2024
Ubs Financial Services Inc. Boston MA 02/2024 Present
Previous Registrations
Other Businesses

ARCH WEALTH MANAGEMENT LLC dba BOSTON 128 COMPANIES INC; SAME AS BRANCH; INV REL; INSURANCE PRODUCTS; OPERATIONS MANAGER; START DATE=12/2022; HRS/MO=160; TRADING HRS/MO=160; MANAGEMENT OF ONE DIRECT REPORT, SUPERVISION AND MAINTENANCE OF ACCOUNT OPENING, CLIENT COMMUNICATIONS, TRANSACTION PROCESSING * POWER WORD YARN; SAME AS RESIDENCE; NON INV REL; RETAIL GOODS; CREATOR/OWNER; START DATE=07/2020; HRS/MO=2; TRADING HRS/MO=0; ONLINE MANAGEMENT OF THE ETSY SHOP, CREATION OF HANDMADE PRODUCTS * VARIANT VENTURES LLC; 804 CASHEW CT, BEL AIR, MD 21014; NON INV REL; BLOGGING, ONLINE SALES OF RETAIL GOODS; CREATOR/PARTNER; START DATE=09/2020; HRS/MO=0; TRADING HRS/MO=0; CONTENT CREATION Acton Boxborough Regional School Committee, Acton United States MA-01720, Governmental Entity, Town of BoxboroughI am an elected member of the school committee. We set policies and budget for the school district, Member of a committee representing the interests of any third party, seeking re-election for a three year term. We set policies and budget for the school district, start date-5/21/2025. Cascade Games LLC,Cascade Games runs the judge program for a trading card game called Star Wars Unlimited. They run the training and manage the pool of judges for these events worldwide.,United States,I will be available for local gaming stores to contract me for judging tournaments of the trading card game, Star Wars Unlimited- Start date-11/15/2025 Power Word Yarn (shop on Etsy), I crochet and sew and have a shop on Etsy to sell handmade items. This is in no way tied to my position at UBS and all items are sold through Etsy, Proprietor / owner, I create and sell the handmade items on Etsy.com., start date-7/31/2020, BoxboroughMAUnited States-01719. Town of Boxborough, ,United States,Governmental Entity,Election from the voting residents of Boxborough, MAI am seeking to run for Select Board, executive branch of this municipality.Member of a legislative bodyI will attend meetings, appoint members of other boards/committees in town, participate in the hiring process for town staff, participate in negotiations of town contracts, and participate in town public meetings. Start date - 6/3/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-19
  • S66 Uniform Combined State Law Examination
    2014-09-19
Other Names
  • Elizabeth Joy Iannotti
  • Elizabeth Fowlks

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