This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

UBS FINANCIAL SERVICES INC.

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Sep 5, 2017

First registration

Sep 6, 2017

Dual registered

yes, broker-dealer

Other names

Hailey Christine Smith|HAILEY PETRY|HAILEY CHRISTINE PETRY

IAPD individual key

6642297

• Occurred

  May 12, 2025
  Advisor changed firm

  Hailey Petry left Torren Management, Llc for Ubs Financial Services Inc. (registered 2025-07-03)

  Form ADVobserved 5 days ago
• Occurred

  Apr 9, 2024
  Advisor changed firm

  Hailey Petry left Ubs Financial Services Inc. for Torren Management, Llc (registered 2024-04-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d221c295-d24f-c574-dac2-107d187d05d5

First observed

Sep 6, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.