Best Investors Account Sign in
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-22
  • OH RA
    APPROVED
    Since 2026-06-22

Branch Locations

312 Walnut Street Suite 3300, Cincinnati, OH 45202 • 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
Ubs Financial Services, Inc Cincinnati OH 01/2026 Present
Xavier University Cincinnati OH 08/2013 05/2017
Feg Investment Advisors Cincinnati OH 07/2017 05/2022
Foster & Motley Cincinnati OH 05/2022 10/2025
Unemployed Cincinnati OH 05/2017 07/2017
  • 01/2026 → Present
    Cincinnati, OH
  • 08/2013 → 05/2017
    Xavier University
    Cincinnati, OH
  • 07/2017 → 05/2022
    Feg Investment Advisors
    Cincinnati, OH
  • 05/2022 → 10/2025
    Foster & Motley
    Cincinnati, OH
  • 05/2017 → 07/2017
    Unemployed
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-29
S65 Uniform Investment Adviser Law Examination 2023-03-28
  • S63 Uniform Securities Agent State Law Examination
    2026-06-29
  • S65 Uniform Investment Adviser Law Examination
    2023-03-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor