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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-12 |
| TX | RA | APPROVED | 2015-12-02 |
Branch Locations
100 Crescent Court Suite 400, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dallas | TX | 12/2015 | Present |
W&A Properties / PO Box 1386 Marshall,Texas 75671 / Partnership/ Real Estate / Family entity set up to invest in real estate and oil and gas properties. / Officer / / I am a director. I can't make investment decisions for the entity. / Start Date 1/16/96 / AKA Investments LLC, A disregarded entity and it owns marketable securities held at UBS and a rental home, Proprietor / owner, I own the LLC and manage it, start date-1/22/2013, DallasTexasUnited States-75214.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-18 |
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