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Lindsey Miller Roberts

Ubs Financial Services Inc.

Norfolk, VA

Portsmouth, VA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-03-01
  • VA RA
    APPROVED
    Since 2024-03-01

Branch Locations

Wells Fargo Center/ 440 Monticello Avenue Suite 2000, Norfolk, VA 23510 • United States

Portsmouth, VA • 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
Davenport & Company Llc Williamsburg VA 01/2017 06/2022
Branch Banking & Trust Company (Bb&T Bank) Grafton VA 03/2013 12/2016
Towne Wealth Management Suffolk VA 06/2022 02/2024
Townebank Suffolk VA 06/2022 02/2024
Towne Wealth Management Suffolk VA 06/2022 02/2024
Raymond James Financial Services Advisors, Inc Suffolk VA 06/2022 02/2024
Bb&T Bank Grafton VA 03/2013 12/2016
Ubs Financial Services, Inc. Norfolk VA 02/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-18
  • S66 Uniform Combined State Law Examination
    2019-01-18
Other Names
  • Lindsey Nicole Miller
  • Lindsey Miller Roberts
  • Lindsey M Roberts

View on SEC IAPD

Other Firms

COURAGE MILLER PARTNERS, LLC
BROWN ADVISORY
COURAGE KORVING MILLER PARTNERS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DAVENPORT & COMPANY LLC
FIRST COMMAND ADVISORY SERVICES
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.

Other Investors

HEINZ GARNER KOCH
JEFFREY SAMUEL MILLER
RALPH MARK COURAGE
WEYMAN GONG
CARTER BRANHAM SNOW FURR
SEAN STEPHEN MEEHAN
ROSE MILLER BENNETCH
B. WISTAR MORRIS

Other Offices

COURAGE MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
COURAGE KORVING MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA
DAVENPORT & COMPANY LLC · NORFOLK, VA
FIRST COMMAND ADVISORY SERVICES · Norfolk, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA

More in Norfolk, VA

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