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Clinton G Greene

Ubs Financial Services Inc.

Walnut Creek, CA

Pleasant Hill, CA

Incline Village, NV

Pleasant Hill, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-23
TX RA APPROVED 2023-01-20
  • CA RA
    APPROVED
    Since 2023-01-23
  • TX RA
    APPROVED
    Since 2023-01-20

Branch Locations

1255 Treat Blvd Suite 1000, Walnut Creek, CA 94597 • United States

Pleasant Hill, CA • United States

937 Tahoe Blvd Suite 201, Incline Village, NV 89451 • United States

Pleasant Hill, CA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 11/2013 01/2023
Ubs Financial Services Inc. Incline Village NV 01/2023 Present
Previous Registrations
  • 2013-11-15 → 2023-01-23
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 2008-09-19 → 2013-12-09
    Credit Suisse Securities (Usa) Llc
    San Francisco, CA
  • 2008-03-31 → 2008-10-02
    Lehman Brothers Inc.
    San Francisco, CA
    New York, NY
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-28
S63 Uniform Securities Agent State Law Examination 2002-11-25
  • S66 Uniform Combined State Law Examination
    2008-03-28
  • S63 Uniform Securities Agent State Law Examination
    2002-11-25
Other Names
  • Clinton George Greene

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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