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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-28 |
Branch Locations
100 Se 2Nd Street 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Miami | FL | 02/2020 | Present |
| Hays Talent Solutions | Miami | FL | 08/2019 | 02/2020 |
| Grand Beach Hospitality Group | Miami | FL | 08/2018 | 04/2019 |
| Das Everywhere Llc | Miami | FL | 06/2019 | 08/2019 |
| Florida International University | Miami | FL | 08/2016 | 12/2019 |
1) Andrea LozanoUnited States,AIRBNB - short term rentalsOtherAIRBNB - short term rentalAIRBNB - short term rental,Proprietor / ownershort term rental of properties ownedStart date- 12/1/2023Investment -Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-26 |
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