Best Investors Account Sign in
Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-02-19
OH RA APPROVED 2024-08-13
  • DC RA
    APPROVED
    Since 2025-02-19
  • OH RA
    APPROVED
    Since 2024-08-13

Branch Locations

5007 Horizons Drive Suite 200, Columbus, OH 43220-5288 • 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
Self-Employed Columbus OH 06/2013 02/2020
Boston University Boston MA 08/2015 05/2017
Simons Shoes Brookline MA 09/2015 08/2017
St. Mary Of The Assumption Parish Brookline MA 09/2015 08/2017
Kozy Kampground Montezuma OH 09/2017 10/2017
Palm Beach Opera West Palm Beach FL 11/2017 03/2018
Kozy Kampground Montezuma OH 04/2018 07/2018
Easton Shoes Columbus OH 07/2018 08/2021
Prince Of Peace Lutheran Church Dublin OH 09/2018 08/2021
Indianapolis Opera Indianapolis IN 10/2018 12/2018
Prince Of Peace Lutheran Church Dublin OH 06/2021 Present
Bankers Life & Casualty, Inc Maumee OH 10/2021 06/2024
Bankers Life Securities, Inc Maumee OH 03/2023 06/2024
Bankers Life Advisory Services, Inc Maumee OH 10/2023 06/2024
Ubs Financial Services Inc Upper Arlington OH 08/2024 Present
  • 06/2013 → 02/2020
    Self-Employed
    Columbus, OH
  • 08/2015 → 05/2017
    Boston University
    Boston, MA
  • 09/2015 → 08/2017
    Simons Shoes
    Brookline, MA
  • 09/2015 → 08/2017
    St. Mary Of The Assumption Parish
    Brookline, MA
  • 09/2017 → 10/2017
    Kozy Kampground
    Montezuma, OH
  • 11/2017 → 03/2018
    Palm Beach Opera
    West Palm Beach, FL
  • 04/2018 → 07/2018
    Kozy Kampground
    Montezuma, OH
  • 07/2018 → 08/2021
    Easton Shoes
    Columbus, OH
  • 09/2018 → 08/2021
    Prince Of Peace Lutheran Church
    Dublin, OH
  • 10/2018 → 12/2018
    Indianapolis Opera
    Indianapolis, IN
  • 06/2021 → Present
    Prince Of Peace Lutheran Church
    Dublin, OH
  • 10/2021 → 06/2024
    Bankers Life & Casualty, Inc
    Maumee, OH
  • 03/2023 → 06/2024
    Bankers Life Securities, Inc
    Maumee, OH
  • 10/2023 → 06/2024
    Maumee, OH
  • 08/2024 → Present
    Upper Arlington, OH
Previous Registrations
Other Businesses

I currently work remotely as the Social Media Manager for Prince of Peace Lutheran Church (5475 Brand Rd, Dublin, OH 43017). This is a non-investment related role for a religious organization, and I have held this position since June 2021. I spend approximately 10 hours/month on this work, and my duties consist of creating and monitoring content for the church's social media presence on various platforms (Instagram, Facebook, and Twitter).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-19
  • S66 Uniform Combined State Law Examination
    2023-09-19
Other Names
  • Emily Paige Spencer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Columbus, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor