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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-04-09 |
| UT | RA | APPROVED | 2012-03-15 |
Branch Locations
95 State Street Suite 2210, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Salt Lake City | UT | 03/2012 | Present |
Woods Cross High School; Woods Cross, UT 84087; Educational Establishment; Education; This is a public high school.; Girls golf coach; I will be the head coach for the girls golf team. My role with the school will be limited to this, and this only.; Start date: 2/27/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-18 |
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