DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

SALLY AHMAD BURGESS

Advisor at UBS FINANCIAL SERVICES INC.

Mt. Juliet, TN | Queen Creek, AZ | NASHVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fac34f06-5e47-9ea4-b055-a7913c4d8ba8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2011 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 6, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jun 6, 2008
First registration: Aug 8, 2011
Dual registered: yes, broker-dealer
Other names: SALLY KHALIL|SALLY BURGESS
IAPD individual key: 5511512

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 17, 2017	n/a	yes	Queen Creek, AZ\|NASHVILLE, TN\|Mt. Juliet, TN	Current employment
MSH CAPITAL ADVISORS LLC	Independent wealth	Nov 5, 2015	Jan 22, 2016	no	SCOTTSDALE, AZ	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 25, 2013	Sep 19, 2014	no	SCOTTSDALE, AZ	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 8, 2011	Mar 28, 2013	no	SCOTTSDALE, AZ\|GLENDALE, AZ\|BEAVERCREEK, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MSH CAPITAL ADVISORS LLC	UBS FINANCIAL SERVICES INC.	Jan 22, 2016	Jan 17, 2017	361	Firm change	Other
STRATEGIC ADVISERS LLC	MSH CAPITAL ADVISORS LLC	Sep 19, 2014	Nov 5, 2015	412	Firm change after gap	Ibd to new firm

Relationships

Registered with (3)

→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: current employment
Jan 17, 2017 to presentfactForm ADV
→ MSH CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Nov 5, 2015 to Jan 22, 2016factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 25, 2013 to Sep 19, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fac34f06-5e47-9ea4-b055-a7913c4d8ba8
First observed: Aug 8, 2011
Last observed: Sep 15, 2026 5 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.

SALLY AHMAD BURGESS

Advisor at UBS FINANCIAL SERVICES INC.

Mt. Juliet, TN | Queen Creek, AZ | NASHVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fac34f06-5e47-9ea4-b055-a7913c4d8ba8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

UBS FINANCIAL SERVICES INC.

Wirehouse

Jan 17, 2017

n/a

yes

Queen Creek, AZ|NASHVILLE, TN|Mt. Juliet, TN

Current employment

MSH CAPITAL ADVISORS LLC

Independent wealth

Nov 5, 2015

Jan 22, 2016

SCOTTSDALE, AZ

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Jul 25, 2013

Sep 19, 2014

SCOTTSDALE, AZ

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Aug 8, 2011

Mar 28, 2013

SCOTTSDALE, AZ|GLENDALE, AZ|BEAVERCREEK, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MSH CAPITAL ADVISORS LLC

UBS FINANCIAL SERVICES INC.

Jan 22, 2016

Jan 17, 2017

361

Firm change

Other

STRATEGIC ADVISERS LLC

MSH CAPITAL ADVISORS LLC

Sep 19, 2014

Nov 5, 2015

412

Firm change after gap

Ibd to new firm