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Adam Martin Thebeau

Ubs Financial Services Inc.

Coral Gables, FL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-06
FL RA APPROVED 2025-09-10
  • TX RA
    APPROVED
    Since 2025-10-06
  • FL RA
    APPROVED
    Since 2025-09-10

Branch Locations

4225 Ponce De Leon Blvd Suite 500, Coral Gables, FL 33146 • 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
Trinity Wealth Securities, Llc Miami FL 05/2025 07/2025
Lincoln Capital Lincoln NE 05/2024 04/2025
University Of Nebraska Lincoln Lincoln NE 06/2021 05/2025
Belleville East High School Belleville IL 05/2016 05/2021
Florida Financial Advisors Miami FL 06/2025 07/2025
Ubs Financial Services Inc. San Antonio TX 08/2025 Present
  • 05/2025 → 07/2025
    Trinity Wealth Securities, Llc
    Miami, FL
  • 05/2024 → 04/2025
    Lincoln Capital
    Lincoln, NE
  • 06/2021 → 05/2025
    University Of Nebraska Lincoln
    Lincoln, NE
  • 05/2016 → 05/2021
    Belleville East High School
    Belleville, IL
  • 06/2025 → 07/2025
    Florida Financial Advisors
    Miami, FL
  • 08/2025 → Present
    Ubs Financial Services Inc.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-28
  • S66 Uniform Combined State Law Examination
    2025-03-28

View on SEC IAPD

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