Greg A Hotchkiss

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → Present
  Ubs Financial Services Inc.
  Spokane, WA

Previous Registrations

• 2000-08-22 → 2006-08-12
  Piper Sandler & Co.
  Spokane, WA
  Spokane, WA

Other Businesses

1) RENTAL PROPERTY, 2/1/1990. OWNER, 3 HOURS PER MONTH. CAMERON & CO., 18904 E CRESTWOOD LANE, OTIS ORCHARDS, WA 99027. 9/1/99, PRESIDENT, 2 HOURS PER MONTH. KHRMA/ROAD MAINTANENCE ASSOC FOR THE DEVELOPEMENT I RESIDE IN/ 1HR. PER MONTH. 2) 8406 e upriver drive / Spokane / Washington / 99212/ United States /Real-estate purchase / Real Estate /owner of real estate rental/ / Proprietor / owner /Own the property and rent it/ Receive compensation?: Yes/ Investment in business?: Yes, 100% / Start Date 6/2/2020 3) 4321-4323 n centennial lane spokane valley wa 99212, mowing lawn fixing problem waiting for rent check, i bought a duplex with my son, investor, start date-8/1/2018.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-07
• S63 Uniform Securities Agent State Law Examination
  1989-07-18

Other Names

• Greg Allan Hotchkiss