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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-04-09 |
Branch Locations
1700 West Wall Street Suite 220, Midland, TX 79701 • United States
Durango, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Midland | TX | 04/2009 | Present |
1)LEEMC LLC / 4116 TIMBERGLEN CIR MIDLAND,TX 79707 / OTHER/ OIL & GAS INDUSTRIES (EXPLORATION, PRODUCTION, INTEGRATED) / OIL AND GAS PRODUCTION / PARTNER / START DATE 3/25/2014 2) McGinn LP / 6 San SubiaOdessaTexasUnited States79765 / Oil & Gas Industries (Exploration, Production, Integrated) / Partnership / Oil royalty distributions / Monthly payments and distributions / 3/15/2022 3)McNeil Ventures LLC/ Category- LLC/ Principal Business Activity- Royalty protection of McGinn LP and monthly mineral distributions./ Role - Proprietor / owner/ Duty - asset protection for McGinn LP/ Comp -No 4) McNeil Royalties LP, OdessaTexas United States-79765, Limited Partnership, Oil & Gas Industries (Exploration, Production, Integrated), To receive income from oil and gas royalties and distribute to owners of McNeil Royalties LP, I will be general Partner, McNeil Ventures LLC, To receive nd distribute monthly income, start date-9/2/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-04 |
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