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Cole Mcmichael

Ubs Financial Services Inc.

New York, NY

Jersey City, NJ

West Palm Beach, FL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-08
NY RA APPROVED 2025-01-07
TX RA APPROVED 2025-01-07
NJ RA APPROVED 2025-01-02
  • FL RA
    APPROVED
    Since 2025-01-08
  • NY RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-07
  • NJ RA
    APPROVED
    Since 2025-01-02

Branch Locations

299 Park Ave 26Th Floor, New York, NY 10171 • United States

Jersey City, NJ • United States

525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • 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
Performance Trust Capital Partners, Llc Chicago IL 11/2017 06/2020
Generational Transfer Entreprenuers Pittsburgh PA 09/2017 10/2017
Long Vue Country Club Verona PA 09/2017 10/2017
Dietrich Charitable Trust Pittsburgh PA 03/2016 04/2017
Dubuesne University Pittsburgh PA 08/2016 05/2017
Unemployed Pittsburgh PA 06/2017 08/2017
Ubs Securities Llc New York City NY 07/2020 12/2024
Ubs Financial Services Inc. West Palm Beach FL 12/2024 Present
  • 11/2017 → 06/2020
    Performance Trust Capital Partners, Llc
    Chicago, IL
  • 09/2017 → 10/2017
    Generational Transfer Entreprenuers
    Pittsburgh, PA
  • 09/2017 → 10/2017
    Long Vue Country Club
    Verona, PA
  • 03/2016 → 04/2017
    Dietrich Charitable Trust
    Pittsburgh, PA
  • 08/2016 → 05/2017
    Dubuesne University
    Pittsburgh, PA
  • 06/2017 → 08/2017
    Unemployed
    Pittsburgh, PA
  • 07/2020 → 12/2024
    Ubs Securities Llc
    New York City, NY
  • 12/2024 → Present
    Ubs Financial Services Inc.
    West Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-31
S63 Uniform Securities Agent State Law Examination 2018-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-12-31
  • S63 Uniform Securities Agent State Law Examination
    2018-02-28
Other Names
  • Cole Allen Mcmichael

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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