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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-11-19 |
Branch Locations
450 Country Club Rd Suite 340, Eugene, OR 97401 • United States
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Eugene | NJ | 11/2015 | Present |
Schleicher Outpost,SpringfieldOregonUnited States,Sole proprietorship,Agriculture & Livestock,Farming/crafts - selling eggs, honey, flowers, fruits/vegetables,My husband and I started an LLC for our 12 acre home to be able to operate a small hobby farm. He have bees and will sell honey. We have chickens and will sell eggs. We also garden and small fruit orchard and will sell extra crops. My husband also does wood working and will sell goods he makes., Start date10/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-13 |
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