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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-28
NJ RA APPROVED 2024-03-12
  • OH RA
    APPROVED
    Since 2025-10-28
  • NJ RA
    APPROVED
    Since 2024-03-12

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
Dublin Coffman Highschool Dublin OH 08/2015 05/2019
The Lacrosse Academy Columbus OH 06/2019 06/2019
Denison University Granville OH 07/2019 05/2023
Gordon Food Service Dublin OH 06/2020 08/2020
360 One Firm New York NY 12/2020 01/2021
Urban Meyers Pint House Dublin OH 05/2021 08/2021
American Income Life Insurance Company Columbus OH 06/2022 08/2022
Ubs Financial Services Miamisburg OH 05/2023 Present
  • 08/2015 → 05/2019
    Dublin Coffman Highschool
    Dublin, OH
  • 06/2019 → 06/2019
    The Lacrosse Academy
    Columbus, OH
  • 07/2019 → 05/2023
    Denison University
    Granville, OH
  • 06/2020 → 08/2020
    Gordon Food Service
    Dublin, OH
  • 12/2020 → 01/2021
    360 One Firm
    New York, NY
  • 05/2021 → 08/2021
    Urban Meyers Pint House
    Dublin, OH
  • 06/2022 → 08/2022
    American Income Life Insurance Company
    Columbus, OH
  • 05/2023 → Present
    Ubs Financial Services
    Miamisburg, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-12
  • S66 Uniform Combined State Law Examination
    2024-03-12

View on SEC IAPD

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