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Kaelyn Evonne Ellis

Ubs Financial Services Inc.

Dallas, TX

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-30
  • TX RA
    APPROVED
    Since 2026-07-30

Branch Locations

2323 Cedar Springs Rd Suite 2000, Dallas, TX 75201 • 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
Lewis And Clark Portage Cache Great Falls MT 01/2020 04/2021
Fetch Dog Boutique Great Falls MT 04/2021 01/2023
D.A. Davidson Wealth Management Great Falls MT 05/2023 08/2023
D.A Davidson Wealth Management Great Falls MT 05/2024 08/2024
Texas Roadhouse Missoula MT 11/2023 05/2025
D.A. Davidson & Co. Great Falls MT 06/2025 07/2026
University Of Montana Missoula MT 08/2022 05/2025
Unemployed Great Falls MT 01/2015 01/2020
Great Falls High School Great Falls MT 08/2018 05/2022
East Middle School Great Falls MT 08/2016 06/2018
Ubs Financial Services Inc. Dallas TX 07/2026 Present
Texas Roadhouse Great Falls MT 02/2026 05/2026
  • 01/2020 → 04/2021
    Lewis And Clark Portage Cache
    Great Falls, MT
  • 04/2021 → 01/2023
    Fetch Dog Boutique
    Great Falls, MT
  • 05/2023 → 08/2023
    D.A. Davidson Wealth Management
    Great Falls, MT
  • 05/2024 → 08/2024
    D.A Davidson Wealth Management
    Great Falls, MT
  • 11/2023 → 05/2025
    Texas Roadhouse
    Missoula, MT
  • 06/2025 → 07/2026
    D.A. Davidson & Co.
    Great Falls, MT
  • 08/2022 → 05/2025
    University Of Montana
    Missoula, MT
  • 01/2015 → 01/2020
    Unemployed
    Great Falls, MT
  • 08/2018 → 05/2022
    Great Falls High School
    Great Falls, MT
  • 08/2016 → 06/2018
    East Middle School
    Great Falls, MT
  • 07/2026 → Present
    Ubs Financial Services Inc.
    Dallas, TX
  • 02/2026 → 05/2026
    Texas Roadhouse
    Great Falls , MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-24
  • S66 Uniform Combined State Law Examination
    2026-06-24

View on SEC IAPD

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