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Adam Thomas Wilcox

Ubs Financial Services Inc.

Salt Lake City, UT

Weehawken, NJ

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-12-22
  • UT RA
    APPROVED
    Since 2025-12-22

Branch Locations

95 State Street Suite 2210, Salt Lake City, UT 84111 • United States

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • 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
Waterford School Sandy UT 09/2018 06/2019
University Of Michigan Ann Arbor MI 08/2020 05/2021
Waterford School Sandy UT 09/2012 06/2018
D.A. Davidson Encino CA 06/2023 08/2023
University Of Michigan Ann Arbor MI 08/2022 05/2023
University Of Michigan Ann Arbor MI 08/2021 05/2022
Unemployed Ann Arbor MI 05/2024 09/2024
Universal Robots Ann Arbor MI 05/2021 09/2021
Fidelity Investments Salt Lake City UT 09/2024 08/2025
Amazon Monee IL 05/2022 07/2022
Intermountain Life Sciences West Jordan UT 06/2018 08/2018
University Of Michigan Ann Arbor MI 08/2023 05/2024
Postmates Sandy UT 05/2020 07/2020
University Of Michigan Ann Arbor MI 08/2019 05/2020
Intermountain Life Sciences West Jordan UT 06/2019 08/2019
Ubs Financial Services Inc. Salt Lake City UT 10/2025 Present
  • 09/2018 → 06/2019
    Waterford School
    Sandy, UT
  • 08/2020 → 05/2021
    University Of Michigan
    Ann Arbor, MI
  • 09/2012 → 06/2018
    Waterford School
    Sandy, UT
  • 06/2023 → 08/2023
    D.A. Davidson
    Encino, CA
  • 08/2022 → 05/2023
    University Of Michigan
    Ann Arbor, MI
  • 08/2021 → 05/2022
    University Of Michigan
    Ann Arbor, MI
  • 05/2024 → 09/2024
    Unemployed
    Ann Arbor, MI
  • 05/2021 → 09/2021
    Universal Robots
    Ann Arbor, MI
  • 09/2024 → 08/2025
    Fidelity Investments
    Salt Lake City, UT
  • 05/2022 → 07/2022
    Amazon
    Monee, IL
  • 06/2018 → 08/2018
    Intermountain Life Sciences
    West Jordan, UT
  • 08/2023 → 05/2024
    University Of Michigan
    Ann Arbor, MI
  • 05/2020 → 07/2020
    Postmates
    Sandy, UT
  • 08/2019 → 05/2020
    University Of Michigan
    Ann Arbor, MI
  • 06/2019 → 08/2019
    Intermountain Life Sciences
    West Jordan, UT
  • 10/2025 → Present
    Ubs Financial Services Inc.
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-19
S63 Uniform Securities Agent State Law Examination 2024-12-19
  • S66 Uniform Combined State Law Examination
    2025-12-19
  • S63 Uniform Securities Agent State Law Examination
    2024-12-19
Other Names
  • Adam Thomas Wilcox
  • Adam Wilcox
  • Adam T Wilcox

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · Salt Lake City, UT

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