Robert Yount

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-09-11

Branch Locations

Charlotte, NC • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ubs Financial Services Inc.	Charlotte	NC	03/2023	Present
Jw Events Group	Winston-Salem	NC	08/2021	06/2022
Rowan-Kannapolis Abc System	Salisbury	NC	05/2021	03/2023
Sutton Center (Wake Forest University)	Winston-Salem	NC	09/2020	12/2020
Romano's Italian Cuisine	Salisbury	NC	07/2020	01/2021
Department Of Music (Wake Forest University)	Winston-Salem	NC	08/2018	05/2020
Wake Forest University	Winston-Salem	NC	08/2018	05/2022
West Rowan High School	Mt. Ulla	NC	08/2014	06/2018

03/2023 → Present

Ubs Financial Services Inc.

Charlotte, NC
08/2021 → 06/2022

Jw Events Group

Winston-Salem, NC
05/2021 → 03/2023

Rowan-Kannapolis Abc System

Salisbury, NC
09/2020 → 12/2020

Sutton Center (Wake Forest University)

Winston-Salem, NC
07/2020 → 01/2021

Romano's Italian Cuisine

Salisbury, NC
08/2018 → 05/2020

Department Of Music (Wake Forest University)

Winston-Salem, NC
08/2018 → 05/2022

Wake Forest University

Winston-Salem, NC
08/2014 → 06/2018

West Rowan High School

Mt. Ulla, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-28
S65	Uniform Investment Adviser Law Examination	2022-10-12

Nearby Firms