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Dylan Watkins

Ubs Financial Services Inc.

Westlake Village, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-11
  • CA RA
    APPROVED
    Since 2025-03-11

Branch Locations

3011 Townsgate Road Suite 300, Westlake Village, CA 91361 • 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 Westlake Village CA 08/2024 Present
Icon Agency Playa Visa CA 03/2020 11/2022
Tsm Playa Vista CA 01/2019 03/2020
Hcvt Camarillo CA 05/2017 08/2017
Self-Employed Woodland Hills CA 11/2022 07/2024
Marymount University Arlington VA 08/2017 05/2018
Unemployed Woodland Hills CA 05/2018 01/2019
Marymount University Arlington VA 08/2016 05/2017
  • 08/2024 → Present
    Ubs Financial Services, Inc
    Westlake Village, CA
  • 03/2020 → 11/2022
    Icon Agency
    Playa Visa, CA
  • 01/2019 → 03/2020
    Tsm
    Playa Vista, CA
  • 05/2017 → 08/2017
    Hcvt
    Camarillo, CA
  • 11/2022 → 07/2024
    Self-Employed
    Woodland Hills, CA
  • 08/2017 → 05/2018
    Marymount University
    Arlington, VA
  • 05/2018 → 01/2019
    Unemployed
    Woodland Hills, CA
  • 08/2016 → 05/2017
    Marymount University
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-29
  • S66 Uniform Combined State Law Examination
    2024-05-29

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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