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George Grayson Lucas

Ubs Financial Services Inc.

Greenville, SC

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-07-23
GA RA APPROVED 2024-02-29
  • SC RA
    APPROVED
    Since 2024-07-23
  • GA RA
    APPROVED
    Since 2024-02-29

Branch Locations

17 West Mcbee Avenue Poinsett Plaza, Greenville, SC 29601 • 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
Ubs Atlanta GA 07/2015 07/2017
Wildermuth Securities Alpharetta GA 07/2017 02/2019
Wildermuth Asset Management Alpharetta GA 07/2017 02/2019
Duff & Phelps Atlanta GA 09/2019 08/2021
Elliott Davis Greenville SC 08/2021 10/2022
Ubs Financial Services Inc. Atlanta GA 06/2023 Present
Site Services R Us Alpharetta GA 02/2019 09/2019
Crg Greenville SC 10/2022 06/2023
  • 07/2015 → 07/2017
    Ubs
    Atlanta, GA
  • 07/2017 → 02/2019
    Wildermuth Securities
    Alpharetta, GA
  • 07/2017 → 02/2019
    Wildermuth Asset Management
    Alpharetta, GA
  • 09/2019 → 08/2021
    Duff & Phelps
    Atlanta, GA
  • 08/2021 → 10/2022
    Elliott Davis
    Greenville, SC
  • 06/2023 → Present
    Ubs Financial Services Inc.
    Atlanta, GA
  • 02/2019 → 09/2019
    Site Services R Us
    Alpharetta, GA
  • 10/2022 → 06/2023
    Crg
    Greenville, SC
Previous Registrations
  • 2017-11-27 → 2019-02-19
    Wildermuth Advisory, Llc
    Ponte Vedra Beach, FL
  • 2015-09-09 → 2017-07-19
    Ubs Financial Services Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-26
  • S66 Uniform Combined State Law Examination
    2024-02-26

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
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