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Anne Watkins Davidson

Ubs Financial Services Inc.

Memphis, TN

Memphis, TN

CRD 7326889

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Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-05-30
TX RA APPROVED 2021-08-04
  • TN RA
    APPROVED
    Since 2023-05-30
  • TX RA
    APPROVED
    Since 2021-08-04

Branch Locations

Memphis, TN • United States

6070 Poplar Avenue Suite 400, Memphis, TN 38119 • 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 Financial Services Inc. Austin TX 02/2021 Present
Texans For Greg Abbott Austin TX 07/2019 01/2021
University Of Mississippi Oxford MS 08/2015 06/2019
  • 02/2021 → Present
    Ubs Financial Services Inc.
    Austin, TX
  • 07/2019 → 01/2021
    Texans For Greg Abbott
    Austin, TX
  • 08/2015 → 06/2019
    University Of Mississippi
    Oxford, MS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-03
  • S66 Uniform Combined State Law Examination
    2021-08-03
Other Names
  • Anne Watkins Tyson

View on SEC IAPD

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