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Cullen Leslie Thomason

Ubs Financial Services Inc.

Dallas, TX

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-01
  • TX RA
    APPROVED
    Since 2019-07-01

Branch Locations

100 Crescent Court Suite 400, Dallas, TX 75201 • 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
OrganizationCityStateFromTo
Goldman, Sachs & Co. Dallas TX 06/1996 Present
Ubs Financial Services Inc. Dallas TX 07/2019 Present
Other Businesses

1) Investment Committee Member of The Gladney Fund, a non-profit center for adoption. Organization is not primarily engaged in investment related activity. Organization is located at http://adoptionsbygladney.com/. Start Date was February 7, 2018. 4 hours per year. Duties include serving on the investment committee for organization's endowment. (2)CCJ INC., LAND DEVELOPMENT, Limited Partner and passive investor. /// 2) The Gladney Fund / 6300 John Ryan Drive, Fort Worth, TX 76132 / United States / Charity / adoption / Member of Board of directors / advise foundation investments at an asset class level / Start Date 1/1/2018 /// 3) Five Talents Acquisition LP/ 2000 McKinney Ave suite 2125/ 75201 / dallas/ tx / United States/ Partnership / Retailers (Apparel, Food, General) / Partner /private company investment/none / passive investor, LP/ Start Date 10/1/2020 /// 4) Crossplane Capital / Investment Fund or Hedge Fund / buyout / Partner / investor / limited partner in the fund /// 5) Highland Park Boys Lacrosse; 14621 Heritage Ln, Addison, TX 75001; Charity; support boys lacrosse club; Member of Board of directors; treasurer; member of audit committee; Start date: 4/1/2024 6) 78HT LLC,DallasTexasUnited States,Partnership,energy and other passive investments,Partnership with myself and Hunter Henry (UBS Employee) for passive investments,Partner,entity is for passive investments, Start date 6/30/2023 7)Casa Thomason PM LLC ,United States, LLC to own personal property Real Estate none , Proprietor / owner own it 2 Start date , 6/29/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-01
S63 Uniform Securities Agent State Law Examination 1997-07-30
  • S66 Uniform Combined State Law Examination
    2000-12-01
  • S63 Uniform Securities Agent State Law Examination
    1997-07-30

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