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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2015-09-29 |
| TX | RA | APPROVED | 2015-09-28 |
Branch Locations
100 Railroad Street W Suite 103, Missoula, MT 59802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Missoula | MT | 09/2015 | Present |
FC Missoula Soccer Organization / PO Box 3546 Missoula,Montana 59802 / Association (e.g. Trade or Industry, Sport)/ Sport & Leisure Facilities / Provide an opportunity for youth to participate in organized soccer matches and to promote organization in a positive light to encourage others to participate at the highest level of competition. / Member of Board of directors / / Provide an opportunity for youth to participate in organized soccer matches and to promote organization in a positive light to encourage others to participate at the highest level of competition. / Start Date 2/9/2019 /
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-28 |
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