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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-14 |
| IL | RA | APPROVED | 2001-05-24 |
Branch Locations
Oakbrook Terrace Tower One Tower Lane - Suite 640, Oakbrook Terrac, IL 60181 • United States
1 Tower Lane-Ste 1700 Oakbrook Terrace Tower, Oakbrook Terrace, IL 60181 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Oakbrook Terrac | IL | 06/2006 | Present |
1. The W. Family Living Trust DTD October 26, 2020, R. R. W. TTEELiving Trust, TylerTX United States-75703, Execute/Distribute the Trust Property to Beneficiaries as Successor Trustee after Death, start date-3/11/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-22 |
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