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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-03-27
  • RI RA
    APPROVED
    Since 2026-03-27

Branch Locations

500 Exchange Street Suite 1210, Providence, RI 02903 • 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
Endurance Wealth Management, Inc. Providence RI 06/2009 09/2023
Ubs Financial Services Inc. Providence RI 03/2026 Present
Crestwood Advisors Llc Providence RI 09/2023 03/2026
  • 06/2009 → 09/2023
    Endurance Wealth Management, Inc.
    Providence, RI
  • 03/2026 → Present
    Providence, RI
  • 09/2023 → 03/2026
    Crestwood Advisors Llc
    Providence, RI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-28
S65 Uniform Investment Adviser Law Examination 2006-02-18
  • S63 Uniform Securities Agent State Law Examination
    2026-04-28
  • S65 Uniform Investment Adviser Law Examination
    2006-02-18
Other Names
  • Peter James Corsi
  • Peter James Corsi

View on SEC IAPD

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