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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-25
  • NC RA
    APPROVED
    Since 2025-09-25

Branch Locations

11325 North Community House Road Suite 600, Charlotte, NC 28277 • 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 Charlotte NC 07/2025 Present
Wells Fargo Advisors Boise ID 06/2024 08/2024
Wells Fargo Advisors Boise ID 05/2023 08/2023
Wells Fargo Advisors Boise ID 05/2022 08/2022
The Lively Boise ID 05/2021 08/2021
Greek House Chefs Moscow ID 01/2022 05/2025
Bishop Kelly High School Boise ID 08/2017 05/2021
University Of Idaho Moscow ID 08/2021 05/2025
Sawtooth Middle School Meridian ID 08/2014 05/2017
  • 07/2025 → Present
    Charlotte, NC
  • 06/2024 → 08/2024
    Wells Fargo Advisors
    Boise, ID
  • 05/2023 → 08/2023
    Wells Fargo Advisors
    Boise, ID
  • 05/2022 → 08/2022
    Wells Fargo Advisors
    Boise, ID
  • 05/2021 → 08/2021
    The Lively
    Boise, ID
  • 01/2022 → 05/2025
    Greek House Chefs
    Moscow, ID
  • 08/2017 → 05/2021
    Bishop Kelly High School
    Boise, ID
  • 08/2021 → 05/2025
    University Of Idaho
    Moscow, ID
  • 08/2014 → 05/2017
    Sawtooth Middle School
    Meridian, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-25
  • S66 Uniform Combined State Law Examination
    2025-09-25

View on SEC IAPD

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