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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-17
  • GA RA
    APPROVED
    Since 2025-12-17

Branch Locations

6225 South Pinnacle Place Suite 201, Sioux Falls, SD 57108 • United States

600 Northpark Town Center 1200 Abernathy Road Suite 1850, Atlanta, GA 30328 • 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
Oak Point Partners Skokie IL 01/2024 12/2024
Hub International Encino CA 05/2023 12/2023
Deloitte Atlanta GA 09/2022 12/2022
Ubs Financial Services, Inc. Sioux Falls SD 01/2025 Present
National Football League Dallas TX 01/2022 09/2022
Kansas State University Manhattan KS 01/2021 12/2021
University Of Southern California Los Angeles CA 07/2015 08/2020
University Of Illinois Champaign IL 08/2020 12/2020
Unemployed Suwanee GA 01/2023 05/2023
  • 01/2024 → 12/2024
    Oak Point Partners
    Skokie, IL
  • 05/2023 → 12/2023
    Hub International
    Encino, CA
  • 09/2022 → 12/2022
    Deloitte
    Atlanta, GA
  • 01/2025 → Present
    Sioux Falls, SD
  • 01/2022 → 09/2022
    National Football League
    Dallas, TX
  • 01/2021 → 12/2021
    Kansas State University
    Manhattan, KS
  • 07/2015 → 08/2020
    University Of Southern California
    Los Angeles, CA
  • 08/2020 → 12/2020
    University Of Illinois
    Champaign, IL
  • 01/2023 → 05/2023
    Unemployed
    Suwanee, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-15
  • S66 Uniform Combined State Law Examination
    2025-12-15

View on SEC IAPD

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