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Paul Lewis

Ubs Financial Services Inc.

San Antonio, TX

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-12
  • TX RA
    APPROVED
    Since 2026-06-12

Branch Locations

Promenade One 17802 Ih 10 W Suite 210, San Antonio, TX 78257 • 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 Austin TX 07/2015 08/2021
Charles Schwab & Co., Inc. San Antonio TX 08/2021 06/2026
Charles Schwab Bank, Ssb San Antonio TX 08/2021 06/2026
Ubs Financial Services Inc. San Antonio TX 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-18
  • S66 Uniform Combined State Law Examination
    2016-03-18
Designations
Other Names
  • Paul C Lewis

View on SEC IAPD

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