Crystal Y Proctor

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

Authority	Category	Status	Date
FL	RA	APPROVED	2024-01-24
GA	RA	APPROVED	2023-10-05

FL RA
APPROVED

Since 2024-01-24
GA RA
APPROVED

Since 2023-10-05

Branch Locations

600 Northpark Town Center 1200 Abernathy Road Suite 1850, Atlanta, GA 30328 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
H&R Block Tax Services	Atlanta	GA	01/2023	04/2023
Suntrust Bank	Atlanta	GA	08/2021	11/2022
Clark Atlanta University	Atlanta	GA	08/2016	05/2020
Unemployed	Atlanta	GA	11/2022	12/2022
Miami Carol City Sr High: Law Magnet Program	Miami Gardens	FL	08/2012	07/2016
Publix Supermarkets	Miami	FL	02/2016	07/2018
Chick-Fil-A	Atlanta	GA	08/2018	12/2019
Walmart Supercenter	Atlanta	GA	11/2019	01/2021
Habitat For Humanity	Atlanta	GA	08/2020	07/2021
Ubs Financial Services Inc	Atlanta	GA	04/2023	Present

01/2023 → 04/2023

H&R Block Tax Services

Atlanta, GA
08/2021 → 11/2022

Suntrust Bank

Atlanta, GA
08/2016 → 05/2020

Clark Atlanta University

Atlanta, GA
11/2022 → 12/2022

Unemployed

Atlanta, GA
08/2012 → 07/2016

Miami Carol City Sr High: Law Magnet Program

Miami Gardens, FL
02/2016 → 07/2018

Publix Supermarkets

Miami, FL
08/2018 → 12/2019

Chick-Fil-A

Atlanta, GA
11/2019 → 01/2021

Walmart Supercenter

Atlanta, GA
08/2020 → 07/2021

Habitat For Humanity

Atlanta, GA
04/2023 → Present

Ubs Financial Services Inc

Atlanta, GA

Other Businesses

1) OnTrac, Courier/Deliveries, GA United States-30082, Courier/Package/inventory deliveries: B2B; B2C, start date-10/19/2024 2)Uber/Lyftdelivery of products/foodSan FranciscocaUnited States94158delivery of food/itemsstart date-2/5/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-03

S66 Uniform Combined State Law Examination

2023-10-03

View on SEC IAPD