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Lauren Gehrig

Ubs Financial Services Inc.

Weehawken, NJ

Charlotte, NC

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-10-14
  • NC RA
    APPROVED
    Since 2023-10-14

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

11325 North Community House Road Suite 600, Charlotte, NC 28277 • 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
Southeast Financial Group Raleigh NC 12/2020 11/2021
Boiler Financial Track West Lafayette IN 08/2021 08/2022
Valeo Financial Advisors Carmel IN 05/2022 08/2022
Ubs Financial Servives Charlotte NC 07/2023 Present
Purdue University West Lafayette IN 08/2019 05/2023
Cardinal Gibbons High School Raleigh NC 08/2015 05/2019
  • 12/2020 → 11/2021
    Southeast Financial Group
    Raleigh, NC
  • 08/2021 → 08/2022
    Boiler Financial Track
    West Lafayette, IN
  • 05/2022 → 08/2022
    Valeo Financial Advisors
    Carmel, IN
  • 07/2023 → Present
    Ubs Financial Servives
    Charlotte, NC
  • 08/2019 → 05/2023
    Purdue University
    West Lafayette, IN
  • 08/2015 → 05/2019
    Cardinal Gibbons High School
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-13
  • S66 Uniform Combined State Law Examination
    2023-10-13

View on SEC IAPD

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Other Investors

Janice A McGunnigle
ANN MARIE REILLEY
HENRY NICHOLSON BARRINGER
TYLER WILLIAM WEAVER
HEATHER OLINGER LAWRENCE
CAMERON HARRIS NEWELL
RICKEY J DEGANGI
Julie Ann Ann Isbey

Other Offices

ALPHA FINANCIAL ADVISORS, LLC · CHARLOTTE, NC
EQUITABLE ADVISORS, LLC · CHARLOTTE, NC
TD PRIVATE CLIENT WEALTH LLC · Charlotte, NC
INDEPENDENT ADVISOR ALLIANCE, LLC · Charlotte, NC
CREATIVE PLANNING · Charlotte, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Charlotte, NC
BRIGHTHOUSE INVESTMENT ADVISERS, LLC · CHARLOTTE, NC
CITIGROUP GLOBAL MARKETS INC. · Charlotte, NC

More in Weehawken, NJ

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