Bonnie Gale Copeland

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2011-05-26

CA RA
APPROVED

Since 2011-05-26

Branch Locations

Vacaville, CA • United States

1455 First Street Suite 300, Napa, CA 94559 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Napa	CA	03/2011	Present

03/2011 → Present

Ubs Financial Services Inc

Napa, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-02-28
S63	Uniform Securities Agent State Law Examination	1997-07-22

S65 Uniform Investment Adviser Law Examination

2012-02-28
S63 Uniform Securities Agent State Law Examination

1997-07-22

Other Names

Bonnie Copeland
Bonnie Gale Crossman