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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-05 |
| MN | RA | APPROVED | 2022-01-24 |
| NJ | RA | APPROVED | 2020-09-29 |
Branch Locations
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
80 South 8Th Street Suite 2900, Minneapolis, MN 55402 • United States
Minneapolis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Weehawken | NJ | 07/2020 | Present |
| Grant Thornton Llp | Minneapolis | MN | 10/2018 | 07/2020 |
| Full-Time Education | Minneapolis | MN | 07/2010 | 09/2018 |
1. Jewfolk, Inc, Raise awareness to Jewish activities, events & organizations in Minneapolis through digital platforms, Member of Board of directors, I will be the treasurer and assist the executive director with managing and setting the budget as well as updating the board on the budge and financial related matters, start date-1/1/2024, Minneapolis MNUnited States-55405.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-29 |
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