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Caleb Jordan Stauch

Ubs Financial Services Inc.

Miamisburg, OH

CRD 7594874

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Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-14
  • OH RA
    APPROVED
    Since 2025-08-14

Branch Locations

3601 Rigby Road Suite 500, Miamisburg, OH 45342 • 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 Miamisburg OH 07/2022 Present
Homemaker Toledo OH 05/2022 07/2022
Medmetry Inc Toledo OH 04/2022 05/2022
Homemaker Toledo OH 10/2021 04/2022
Cross Country Healthcare Toledo OH 04/2021 10/2021
Velocity, A Managed Services Company Holland OH 12/2019 04/2021
Schwan's Home Services Toledo OH 01/2019 12/2019
Pontoon Solutions Maumee OH 06/2018 12/2018
Homemaker Toledo OH 03/2018 06/2018
Fedex Ground Perrysburg OH 08/2017 03/2018
Homemaker Monroe MI 05/2017 08/2017
Hungry Howie's Monroe MI 01/2017 05/2017
Jet's Pizza Monroe MI 06/2016 12/2016
  • 07/2022 → Present
    Ubs Financial Services
    Miamisburg, OH
  • 05/2022 → 07/2022
    Homemaker
    Toledo, OH
  • 04/2022 → 05/2022
    Medmetry Inc
    Toledo, OH
  • 10/2021 → 04/2022
    Homemaker
    Toledo, OH
  • 04/2021 → 10/2021
    Cross Country Healthcare
    Toledo, OH
  • 12/2019 → 04/2021
    Velocity, A Managed Services Company
    Holland, OH
  • 01/2019 → 12/2019
    Schwan's Home Services
    Toledo, OH
  • 06/2018 → 12/2018
    Pontoon Solutions
    Maumee, OH
  • 03/2018 → 06/2018
    Homemaker
    Toledo, OH
  • 08/2017 → 03/2018
    Fedex Ground
    Perrysburg, OH
  • 05/2017 → 08/2017
    Homemaker
    Monroe, MI
  • 01/2017 → 05/2017
    Hungry Howie's
    Monroe, MI
  • 06/2016 → 12/2016
    Jet's Pizza
    Monroe, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-07
  • S66 Uniform Combined State Law Examination
    2025-08-07

View on SEC IAPD

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