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Lisa A Villarreal

Ubs Financial Services Inc.

Albuquerque, NM

Santa Fe, NM

Albuquerque, NM

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-11-17
TX RA APPROVED 2022-11-16
  • NM RA
    APPROVED
    Since 2022-11-17
  • TX RA
    APPROVED
    Since 2022-11-16

Branch Locations

2155 Louisiana Blvd Northeast Suite10000, Albuquerque, NM 87110 • United States

125 Lincoln Ave Ste 401, Santa Fe, NM 87501 • United States

Albuquerque, NM • 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
Morgan Stanley Smith Barney Albuquerque NM 01/2012 10/2022
Ubs Financial Santa Fe NM 11/2022 Present
  • 01/2012 → 10/2022
    Morgan Stanley Smith Barney
    Albuquerque, NM
  • 11/2022 → Present
    Ubs Financial
    Santa Fe, NM
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-01
  • S66 Uniform Combined State Law Examination
    2008-02-01
Other Names
  • Lisa A Montoya
  • Lisa Ann Villarreal

View on SEC IAPD

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Other Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM
EDWARD JONES · ALBUQUERQUE, NM
ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM
AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM
LPL FINANCIAL LLC · ALBUQUERQUE, NM

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