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David Matthew Parella

Ubs Financial Services Inc.

New York, NY

New York, NY

Ft. Lauderdale, FL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-24
  • NY RA
    APPROVED
    Since 2025-09-24

Branch Locations

1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • United States

New York, NY • United States

401 East Las Olas Boulevard Las Olas Centre, Ft. Lauderdale, FL 33301 • 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
Lawton C Johnson Middle School Summit NJ 09/2014 09/2016
Summit High School Summit NJ 09/2016 06/2020
Gettysburg College Gettysburg PA 08/2020 05/2024
Allied Beverage Group Elizabeth NJ 06/2022 09/2022
Allied Beverage Group Elizabeth NJ 12/2022 01/2023
Allied Beverage Group Elizabeth NJ 06/2023 08/2023
Door Dash Summit NJ 06/2023 08/2023
Allied Beverage Group Elizabeth NJ 01/2024 05/2024
Carson Group Omaha NE 07/2024 07/2025
Cwm, Llc Omaha NE 09/2024 07/2025
Ubs Financial Services Inc. New York NY 08/2025 Present
  • 09/2014 → 09/2016
    Lawton C Johnson Middle School
    Summit, NJ
  • 09/2016 → 06/2020
    Summit High School
    Summit, NJ
  • 08/2020 → 05/2024
    Gettysburg College
    Gettysburg, PA
  • 06/2022 → 09/2022
    Allied Beverage Group
    Elizabeth, NJ
  • 12/2022 → 01/2023
    Allied Beverage Group
    Elizabeth, NJ
  • 06/2023 → 08/2023
    Allied Beverage Group
    Elizabeth, NJ
  • 06/2023 → 08/2023
    Door Dash
    Summit, NJ
  • 01/2024 → 05/2024
    Allied Beverage Group
    Elizabeth, NJ
  • 07/2024 → 07/2025
    Carson Group
    Omaha, NE
  • 09/2024 → 07/2025
    Cwm, Llc
    Omaha, NE
  • 08/2025 → Present
    Ubs Financial Services Inc.
    New York, NY
Previous Registrations
  • 2024-09-26 → 2025-07-21
    Cwm, Llc
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-31
S65 Uniform Investment Adviser Law Examination 2024-08-31
  • S63 Uniform Securities Agent State Law Examination
    2025-10-31
  • S65 Uniform Investment Adviser Law Examination
    2024-08-31
Other Names
  • David Parella

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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