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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-05 |
Branch Locations
8500 Normandale Lake Blvd Suite 210, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Bloomington | MN | 04/2025 | Present |
| Gear Running Store | Edina | MN | 10/2021 | 03/2025 |
| Texas Health Orthopedic Specialists | Fort Worth | TX | 07/2019 | 09/2021 |
| Texas Orthopedic Specialists | Bedford | TX | 05/2018 | 07/2019 |
| Texas Christian University | Fort Worth | TX | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-05 |
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