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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-05-10
  • GA RA
    APPROVED
    Since 2022-05-10

Branch Locations

3560 Lenox Road Ne Suite 2800, Atlanta, GA 30326 • 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. Atlanta GA 11/2021 Present
Green Square Wealth Management Memphis TN 05/2019 08/2019
Green Square Wealth Management Memphis TN 06/2020 08/2020
Cherokee Country Club Knoxville TN 08/2018 11/2020
Christian Brothers High School Memphis TN 08/2013 05/2017
University Of Tennessee Knoxville TN 08/2017 05/2021
Self Employed Memphis TN 05/2021 11/2021
  • 11/2021 → Present
    Atlanta, GA
  • 05/2019 → 08/2019
    Green Square Wealth Management
    Memphis, TN
  • 06/2020 → 08/2020
    Green Square Wealth Management
    Memphis, TN
  • 08/2018 → 11/2020
    Cherokee Country Club
    Knoxville, TN
  • 08/2013 → 05/2017
    Christian Brothers High School
    Memphis, TN
  • 08/2017 → 05/2021
    University Of Tennessee
    Knoxville, TN
  • 05/2021 → 11/2021
    Self Employed
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-09
  • S66 Uniform Combined State Law Examination
    2022-05-09

View on SEC IAPD

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