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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-24
  • PA RA
    APPROVED
    Since 2026-08-24

Branch Locations

1735 Market Street 44Th Floor, Philadelphia, PA 19103 • 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
The Vanguard Group, Inc. Malvern PA 06/2023 12/2024
Great Valley High School Malvern PA 08/2015 06/2019
Customers Bankcorp, Inc. Malvern PA 06/2022 08/2022
Self-Employment / Primerica Conshohocken PA 06/2021 09/2021
Self-Employment Brookhaven PA 01/2019 12/2024
Temple University Philadelphia PA 08/2019 05/2023
Terrain Devon PA 10/2018 12/2018
Anthony's Pizza Malvern PA 05/2016 11/2017
Boscov's, Inc. Exton PA 11/2017 12/2017
Self-Employment Brookhaven PA 07/2024 12/2024
Self-Employed Brookhaven PA 10/2024 11/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 03/2025 07/2026
Ubs Financial Services, Inc Philadelphia PA 07/2026 Present
  • 06/2023 → 12/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2015 → 06/2019
    Great Valley High School
    Malvern, PA
  • 06/2022 → 08/2022
    Customers Bankcorp, Inc.
    Malvern, PA
  • 06/2021 → 09/2021
    Self-Employment / Primerica
    Conshohocken, PA
  • 01/2019 → 12/2024
    Self-Employment
    Brookhaven, PA
  • 08/2019 → 05/2023
    Temple University
    Philadelphia, PA
  • 10/2018 → 12/2018
    Terrain
    Devon, PA
  • 05/2016 → 11/2017
    Anthony's Pizza
    Malvern, PA
  • 11/2017 → 12/2017
    Boscov's, Inc.
    Exton, PA
  • 07/2024 → 12/2024
    Self-Employment
    Brookhaven, PA
  • 10/2024 → 11/2024
    Self-Employed
    Brookhaven, PA
  • 03/2025 → 07/2026
    Mount Laurel, NJ
  • 07/2026 → Present
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-02
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2025-04-02
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11
Other Names
  • Robert Koosha
  • Robert Navid Koosha

View on SEC IAPD

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