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Irving Tochez Salinas

Ubs Financial Services Inc.

San Antonio, TX

San Antonio, TX

CRD 7173438

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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
TX RA APPROVED 2022-12-12
  • TX RA
    APPROVED
    Since 2022-12-12

Branch Locations

San Antonio, TX • United States

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
Encor Solar San Antonio TX 05/2019 09/2019
Ubs Financial Services Inc. San Antonio TX 09/2019 Present
Galloway Research San Antonio TX 03/2019 04/2019
Unemployed San Antonio TX 01/2018 02/2019
The Law Office Of Ed Goldner San Antonio TX 07/2017 12/2017
St Mary's University San Antonio TX 05/2015 05/2018
  • 05/2019 → 09/2019
    Encor Solar
    San Antonio, TX
  • 09/2019 → Present
    Ubs Financial Services Inc.
    San Antonio, TX
  • 03/2019 → 04/2019
    Galloway Research
    San Antonio, TX
  • 01/2018 → 02/2019
    Unemployed
    San Antonio, TX
  • 07/2017 → 12/2017
    The Law Office Of Ed Goldner
    San Antonio, TX
  • 05/2015 → 05/2018
    St Mary's University
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-10
  • S66 Uniform Combined State Law Examination
    2022-12-10

View on SEC IAPD

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