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David Andrew Moreno Laskin

Ubs Financial Services Inc.

Weehawken, NJ

Nashville, TN

CRD 8099298

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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 2025-12-18
  • TN RA
    APPROVED
    Since 2025-12-18

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

3102 West End Avenue Suite 500, Nashville, TN 37203-6017 • 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
The Golf Club Of Tennessee Kingston Springs TN 09/2024 10/2025
Unemployed Nashville TN 07/2024 09/2024
Devo Golf Llc Gilbert AZ 05/2021 07/2024
Student Tucson AZ 08/2016 05/2021
Ubs Financial Services, Inc. Nashville TN 10/2025 Present
  • 09/2024 → 10/2025
    The Golf Club Of Tennessee
    Kingston Springs, TN
  • 07/2024 → 09/2024
    Unemployed
    Nashville, TN
  • 05/2021 → 07/2024
    Devo Golf Llc
    Gilbert, AZ
  • 08/2016 → 05/2021
    Student
    Tucson, AZ
  • 10/2025 → Present
    Ubs Financial Services, Inc.
    Nashville, TN
Other Businesses

Rental Property: Owner and Landlord. Personal investment related. 446 N. Campbell Avenue #4201, Tucson, AZ, 85719.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-01
  • S66 Uniform Combined State Law Examination
    2025-05-01
Other Names
  • Dave Laskin
  • David Laskin

View on SEC IAPD

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