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Brendan Matthew Bean

Ubs Financial Services Inc.

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 2026-05-15
  • NC RA
    APPROVED
    Since 2026-05-15

Branch Locations

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
Consolidated Electrical Distributors Charlotte NC 12/2023 03/2024
Brighthouse Financial Charlotte NC 03/2024 09/2025
Northwestern Mutual Charlotte NC 08/2023 12/2023
Full Time Master's Student-Athlete Boiling Springs NC 08/2022 08/2023
Full Time Student Athlete Philadelphia PA 08/2017 08/2022
Self Employeed North Wildwood NJ 06/2014 08/2017
Ubs Financial Services Inc. Charlotte NC 09/2025 Present
  • 12/2023 → 03/2024
    Consolidated Electrical Distributors
    Charlotte, NC
  • 03/2024 → 09/2025
    Brighthouse Financial
    Charlotte, NC
  • 08/2023 → 12/2023
    Northwestern Mutual
    Charlotte, NC
  • 08/2022 → 08/2023
    Full Time Master's Student-Athlete
    Boiling Springs, NC
  • 08/2017 → 08/2022
    Full Time Student Athlete
    Philadelphia, PA
  • 06/2014 → 08/2017
    Self Employeed
    North Wildwood, NJ
  • 09/2025 → Present
    Ubs Financial Services Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2024-07-03
  • S66 Uniform Combined State Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2024-07-03

View on SEC IAPD

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