Amy Joanne Wright

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-06-12

TX RA
APPROVED_RES

Since 2024-06-12

Branch Locations

Hurricane, UT • United States

760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • 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

Organization	City	State	From	To
Ubs Financial Services, Inc.	Portland	OR	06/2010	Present

06/2010 → Present

Ubs Financial Services, Inc.

Portland, OR

Other Businesses

Roninbird LLC / Sole proprietorship / Spouse is sole owner of LLC. My role is as an authorized person to pay his LLC bills and such while he travels. I am not a paid employee of the LLC nor am I a beneficial owner. / Other / Authorized party to pay bills for LLC. / Bill payment, check writing

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-05-20

S63 Uniform Securities Agent State Law Examination

2014-05-20

Other Names

Amy Ball
Amy Bonfiglio
Amy Joanne Bonfiglio

View on SEC IAPD