Colleen Jo Mcatamney

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-06-03

MI RA
APPROVED

Since 2025-06-03

Branch Locations

325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Rochester	MI	07/1999	08/2022
Ubs Financial Services Inc	Birmingham	MI	08/2022	Present

07/1999 → 08/2022

Morgan Stanley

Rochester, MI
08/2022 → Present

Ubs Financial Services Inc

Birmingham, MI

Other Businesses

*497635 - Rental property; Investment related Yes; Shelby Township, Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2012; During business hours: 0; After business hours: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-03
S63	Uniform Securities Agent State Law Examination	2024-03-25

S65 Uniform Investment Adviser Law Examination

2025-06-03
S63 Uniform Securities Agent State Law Examination

2024-03-25

Other Names

Colleen Jo Culbertson

View on SEC IAPD