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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-07-05 |
Branch Locations
7250 Dallas Parkway Suite120, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Addison | TX | 07/2012 | Present |
Future D W Estate, TX United States,Executor/partial beneficiary of estate account Financial (Consumer & Investment Services)Upon the passing of D W, who is a client and as well as a current employee at UBS, I will serve at Executor of his estate. I am also a partial beneficiary on his estate. ExecutorI will serve as executor for the David Watts estate upon his passing and distribute his assets to various beneficiaries as his will states until full liquidation of his assets. Start Date -3/12/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-07 |
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