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Morgan Elizabeth Kendall

Ubs Financial Services Inc.

Boston, MA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-02
  • TX RA
    APPROVED
    Since 2026-07-02

Branch Locations

One Post Office Square 35Th Floor, Boston, MA 02109 • 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
Ubs Financial Services Inc Boston MA 07/2025 Present
Northwestern Mutual Boston MA 06/2024 08/2024
Dartmouth College Hanover NH 09/2021 06/2025
Noble And Greenough School Dedham MA 09/2017 06/2021
Dedham Country Day Dedham MA 09/2007 06/2017
  • 07/2025 → Present
    Ubs Financial Services Inc
    Boston, MA
  • 06/2024 → 08/2024
    Northwestern Mutual
    Boston, MA
  • 09/2021 → 06/2025
    Dartmouth College
    Hanover, NH
  • 09/2017 → 06/2021
    Noble And Greenough School
    Dedham, MA
  • 09/2007 → 06/2017
    Dedham Country Day
    Dedham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-01
  • S66 Uniform Combined State Law Examination
    2026-07-01

View on SEC IAPD

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Other Investors

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JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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