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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
Branch Locations
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
4400 Post Oak Parkway 17Th Floor, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 01/2026 | Present |
| State Farm Insurance | Bloomington | IL | 05/2025 | 08/2025 |
| College Fresh | Ann Arbor | MI | 08/2023 | 12/2023 |
| Houston Rockets | Houston | TX | 07/2022 | 08/2022 |
| Evelyn Rubenstein Jewish Community Center | Houston | TX | 06/2022 | 07/2022 |
| Unemployed | Houston | TX | 01/2016 | 05/2022 |
| Unemployed | Houston | TX | 08/2022 | 07/2023 |
| Unemployed | Houston | TX | 01/2024 | 04/2025 |
| Unemployed | Houston | TX | 09/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-10 |
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