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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-11-08
MD RA APPROVED 2013-02-08
TX RA APPROVED 2013-02-08
  • VA RA
    APPROVED
    Since 2021-11-08
  • MD RA
    APPROVED
    Since 2013-02-08
  • TX RA
    APPROVED
    Since 2013-02-08

Branch Locations

7272 Wisconsin Avenue 23Rd Floor, Bethesda, MD 20814 • United States

Vienna, VA • 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
Ubs Financial Services Inc. Bethesda MD 02/2013 Present
Previous Registrations
  • 2009-06-01 → 2013-02-27
    Potomac, MD
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Potomac, MD
    Washington, DC
  • 2002-09-04 → 2007-04-02
    Morgan Stanley Dw Inc.
    Washington, DC
    Washington, DC
Other Businesses

Villarreal Virginia Academy / PO Box 61 McLean,VA 22101-0061 / No / Active / www.villarrealvaacademy.org / Providing soccer education and coaching to youth players in Northern Virginia / Organizing and coaching a soccer team / Start Date 9/2/2019 / House / United States / 1060 Olde Bailey Ln, Melbounre, FL 32904/ Rental Property / / It is a rental house in Melbourne, FL / Collect rent checks and manage repairs / Receive Compensation?: YES / Investment in Company?: YES; 50 % / Start Date 1/1/2020

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-29
  • S66 Uniform Combined State Law Examination
    2002-08-29
Other Names
  • David James Atkinson
  • Dave Atkinson

View on SEC IAPD

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