Donald J Dever

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-07-07
GA	RA	APPROVED	2026-07-01
NC	RA	APPROVED	2026-06-30
VA	RA	APPROVED	2026-06-29
MD	RA	APPROVED	2026-06-10
FL	RA	APPROVED	2015-12-07
NJ	RA	APPROVED	2015-12-03
TX	RA	APPROVED	2015-12-02

SC RA
APPROVED

Since 2026-07-07
GA RA
APPROVED

Since 2026-07-01
NC RA
APPROVED

Since 2026-06-30
VA RA
APPROVED

Since 2026-06-29
MD RA
APPROVED

Since 2026-06-10
FL RA
APPROVED

Since 2015-12-07
NJ RA
APPROVED

Since 2015-12-03
TX RA
APPROVED

Since 2015-12-02

Branch Locations

Fort Pierce, FL • United States

Punta Gorda, FL • United States

525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States

Baltimore, MD • United States

712 South East Ocean Blvd. Ground Floor, Stuart, FL 34994 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Sevices Inc	Palm Beach	FL	12/2015	Present

12/2015 → Present

Ubs Financial Sevices Inc

Palm Beach, FL

Previous Registrations

2012-06-25 → 2015-12-18

Credit Suisse Securities (Usa) Llc

West Palm Beach, FL
2007-07-03 → 2011-04-07

Alliancebernstein L.P.

West Palm Beach, FL

Other Businesses

1) American Residuals & Talent / 26 Gregs Way Tamworth,NH 03886 / No/ Privately Held / USD / No / No / / Start Date 11/03/2014 / Nova Southeastern University Regional Campus Advisory Board / 11501 Military Trail Palm Beach Gardens,Florida United States 33410 / Educational Establishment/ Education / Higher Education - University degree programs / Advisor or advisory group member if advice given may influence an officer/board / / Participate in the Universities Community Outreach; professional feedback; and fundraising activities related to the Palm Beach campus / Start Date 11/15/18/ 2) NAME OF OTHER BUSINESS:University of Miami Planned Giving Advisory Board/ INVESTMENT RELATED?:N/ ADDRESS: 6200 San Amaro Drive, Suite 300,Coral Gables, Fl/ NATURE OF THE BUSINESS:The goal of the Board is to strengthen relationships between UM and professional advisors in the estate and charitable planning industry. / POSITION:Advisor or advisory group member if advice given may influence an officer/board / DUTIES:"? Serve as a resource in communicating with donors about estate charitable giving? Identify planned giving opportunities that could benefit UM and connecting clients with their area(s) of interest at UM? Attend, and invite guests to attend, UM-sponsored events? Promote a positive image of UM within the community" / START DATE: 3/1/2023 / HOURS DEVOTED TO BUSINESS: NA MV LANIKAI LLC, Single Member LLC established for purpose of owning personal yacht. No business activity as entity is considered Disregarded Entity by IRS, Managing Member, Only responsible for Annual Filing with State to keep entity current, start date-5/20/2024, Palm BeachFlorida United States-33480

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-06-28

S66 Uniform Combined State Law Examination

2007-06-28

Other Names

D. Jeffrey Dever
D. Jeffrey Dever
Jeff Dever

View on SEC IAPD