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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-10
MO RA APPROVED 2018-05-31
  • FL RA
    APPROVED
    Since 2024-12-10
  • MO RA
    APPROVED
    Since 2018-05-31

Branch Locations

Naples, FL • United States

4622 Pennsylvania Avenue 8Th Floor, Kansas City, MO 64112 • United States

Eagle Rock, MO • 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
State Farm Vp Management Corp Kansas City MO 06/2012 01/2018
Liam Porter Insurance Agency Kansas City MO 01/2014 01/2018
Ubs Financial Services Inc Kansas City MO 01/2018 Present
  • 06/2012 → 01/2018
    State Farm Vp Management Corp
    Kansas City, MO
  • 01/2014 → 01/2018
    Liam Porter Insurance Agency
    Kansas City, MO
  • 01/2018 → Present
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-31
S63 Uniform Securities Agent State Law Examination 2012-07-06
  • S66 Uniform Combined State Law Examination
    2018-05-31
  • S63 Uniform Securities Agent State Law Examination
    2012-07-06
Other Names
  • Jennifer Elaine Neer
  • Jennifer Elaine Dunklin

View on SEC IAPD

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