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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-09-06
  • OH RA
    APPROVED
    Since 2024-09-06

Branch Locations

3601 Rigby Road Suite 500, Miamisburg, OH 45342 • 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
Campus Crusade For Christ Oxford OH 05/2022 05/2023
Ubs Financial Services Miamisburg OH 05/2023 Present
Doordash Mason OH 05/2021 05/2022
Instacart Dayton OH 05/2021 05/2022
Miami University Oxford OH 08/2020 05/2021
Target Dayton OH 12/2020 01/2021
Target Dayton OH 05/2020 08/2020
Miami University Oxford OH 08/2018 05/2022
Miami University Oxford OH 08/2019 06/2020
Target Dayton OH 05/2018 08/2019
Chick Fil A Dayton OH 05/2018 08/2018
Total Wealth Planning Cincinnati OH 12/2021 01/2022
Dayton Christian High School Miamisburg OH 08/2014 05/2018
  • 05/2022 → 05/2023
    Campus Crusade For Christ
    Oxford, OH
  • 05/2023 → Present
    Ubs Financial Services
    Miamisburg, OH
  • 05/2021 → 05/2022
    Doordash
    Mason, OH
  • 05/2021 → 05/2022
    Instacart
    Dayton, OH
  • 08/2020 → 05/2021
    Miami University
    Oxford, OH
  • 12/2020 → 01/2021
    Target
    Dayton, OH
  • 05/2020 → 08/2020
    Target
    Dayton, OH
  • 08/2018 → 05/2022
    Miami University
    Oxford, OH
  • 08/2019 → 06/2020
    Miami University
    Oxford, OH
  • 05/2018 → 08/2019
    Target
    Dayton, OH
  • 05/2018 → 08/2018
    Chick Fil A
    Dayton, OH
  • 12/2021 → 01/2022
    Total Wealth Planning
    Cincinnati, OH
  • 08/2014 → 05/2018
    Dayton Christian High School
    Miamisburg, OH
Other Businesses

1. Instacart, Grocery Shopping, Picking and Delivering groceries, start date-9/18/2023, San Francisco United States.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06
Other Names
  • Dave Moyer

View on SEC IAPD

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