Best Investors Account Sign in

Patrick Ronan Campion

Ubs Financial Services Inc.

Charlotte, NC

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-23
NC RA APPROVED 2024-09-20
  • NJ RA
    APPROVED
    Since 2025-04-23
  • NC RA
    APPROVED
    Since 2024-09-20

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
Rmg Advisors Rockville MD 05/2023 08/2023
Bethesda Country Club Bethesda MD 05/2021 08/2022
High School Potomac MD 09/2013 06/2020
Ohio State University Columbus OH 08/2020 05/2024
Kelley's By The Lighthouse Barnegat Light NJ 06/2019 08/2019
Ubs Charlotte NC 07/2024 Present
  • 05/2023 → 08/2023
    Rmg Advisors
    Rockville, MD
  • 05/2021 → 08/2022
    Bethesda Country Club
    Bethesda, MD
  • 09/2013 → 06/2020
    High School
    Potomac, MD
  • 08/2020 → 05/2024
    Ohio State University
    Columbus, OH
  • 06/2019 → 08/2019
    Kelley's By The Lighthouse
    Barnegat Light, NJ
  • 07/2024 → Present
    Ubs
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-14
  • S66 Uniform Combined State Law Examination
    2024-08-14

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor