Bryan Edward Davidson

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-08-29

TX RA
APPROVED_RES

Since 2025-08-29

Branch Locations

14624 N. Scottsdale Rd Suite 300, Scottsdale, AZ 85254 • United States

Disclosures

2 disclosure categories 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 Yes
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
Xango	Lehi	UT	12/2009	02/2019
Bmo Harris Financial Advisors, Inc	Mesa	AZ	09/2014	08/2025
Lpl Financial Llc	Scottsdale	AZ	03/2021	08/2025
Ubs Financial Services Inc.	Scottsdale	AZ	08/2025	Present

12/2009 → 02/2019

Xango

Lehi, UT
09/2014 → 08/2025

Bmo Harris Financial Advisors, Inc

Mesa, AZ
03/2021 → 08/2025

Lpl Financial Llc

Scottsdale, AZ
08/2025 → Present

Ubs Financial Services Inc.

Scottsdale, AZ

Previous Registrations

2021-03-24 → 2025-09-05

Lpl Financial Llc

Scottsdale, AZ

Scottsdale, AZ

Cave Creek, AZ

Scottsdale, AZ

Scottsdale, AZ

Cave Creek, AZ

Tempe, AZ

Tempe, AZ

Mesa, AZ

Tempe, AZ

Chandler, AZ

Scottsdale, AZ

Scottsdale, AZ
2014-11-20 → 2021-03-24

Bmo Harris Financial Advisors, Inc.

Phoenix, AZ

Mesa, AZ

Mesa, AZ

Mesa, AZ

Scottsdale, AZ

Scottsdale, AZ

Cave Creek, AZ

Chicago, IL
2011-03-04 → 2014-09-08

Pnc Wealth Management Llc

Zion, IL

Antioch, IL

Waukegan, IL

Fox Lake, IL

Round Lake, IL

Waukegan, IL

Lake Bluff, IL

Wauconda, IL

Gurnee, IL

Wauconda, IL

Lake Bluff, IL

Grayslake, IL

Wauconda, IL

Gurnee, IL

Vernon Hills, IL

Long Grove, IL
2010-04-23 → 2010-08-25

Chase Investment Services Corp.

Vernon Hills, IL

Lake Bluff, IL
2008-04-15 → 2010-03-23

Edward Jones

Elkhorn, WI

St Louis, MO

Other Businesses

1) 01/07/2021 - Act in a Fiduciary Capacity - BDJD Revocable Trust - Investment Related - 1 hour per month - Mesa AZ 2) 01/25/2024 - No Business Name - Inv Related - Mesa, AZ - Real Estate Rental - Started: 2/1/2024 - 10 Hrs/mo; 0 Hr During Trading. 3)5348 Greenway LLC,ArizonaUnited States,LLCReal Estate,Airbnb / Vacation Rental Property,Proprietor / owner,Management of rental propertyStart date -2/1/2024