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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2009-02-27 |
| TX | RA | APPROVED | 2009-02-20 |
Branch Locations
8415 Maddox Drive Suite 101, Lincoln, NE 68520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Lincoln | NE | 02/2009 | Present |
NAME: KARLA I. GEIST FAMILY TRUST INVESTMENT RELATED: (YES OR NO) YES ADDRESS: 3010 POINTE CIRCLE, LINCOLN, NE 68506 NATURE: DECEASED WIFE'S TRUST YOUR POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE: MAY 1998 NUMBER OF HOURS DEVOTED PER MONTH: LESS THAN 1 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: LESS THAN 1 DUTIES: MANAGE MONEY FOR FAMILY PUPOSES (EXPENSES, EDUCATION, ETC..)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-23 |
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