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Kendra Matthews Willis

Ubs Financial Services Inc.

Lafayette, LA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-05-16
  • LA RA
    APPROVED
    Since 2023-05-16

Branch Locations

201 Settlers Trace Boulevard Suite 3004, Lafayette, LA 70508 • 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 Lafayette LA 03/2022 Present
Jp Morgan Chase Bank Lafayette LA 07/2009 03/2022
  • 03/2022 → Present
    Ubs Financial Services
    Lafayette, LA
  • 07/2009 → 03/2022
    Jp Morgan Chase Bank
    Lafayette, LA
Other Businesses

1. E.P.K Trucking, LLC, provide truck transportation for delivery of household goods, I assist my husband with filling out paperwork, start date-9/7/2021, New IberiaLouisiana United States-70560

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
  • S66 Uniform Combined State Law Examination
    2023-05-16

View on SEC IAPD

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Other Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · New Orelans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lafayette, LA
OSAIC WEALTH, INC. · Lafayette, LA
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, LA

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