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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-18
GA RA APPROVED 2020-12-22
  • TX RA
    APPROVED_RES
    Since 2023-07-18
  • GA RA
    APPROVED
    Since 2020-12-22

Branch Locations

3560 Lenox Road Ne Suite 2800, Atlanta, GA 30326 • 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
J.P. Morgan Securities Llc Atlanta GA 03/2015 09/2020
Jpmorgan Chase Bank, Na Atlanta GA 03/2015 09/2020
Ubs Financial Services Inc Atlanta GA 12/2020 Present
  • 03/2015 → 09/2020
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 03/2015 → 09/2020
    Jpmorgan Chase Bank, Na
    Atlanta, GA
  • 12/2020 → Present
    Atlanta, GA
Previous Registrations
  • 2012-09-04 → 2013-01-17
    Centennial Partners, Llc
    Austin, TX
Other Businesses

1) Entity Name: R.S.P. Irrevocable Trust dtd. 5/24/95 , L.P.P. Irrevocalbe Trust dtd. 5/24/94, V.L.P. Irrevocable Trust dtd 5/24/94 / Investment related: No / Address: 12 Bethlehem, PA / Nature of the other business: These are trusts / Position/Title/Relationship: Other / Start Date: 04-Jan-2000 / Approximate # of hours a month: 10 / Approximate # of hours during securities trading hours: 1 / Briefly describe your duties: Co- Trustee with family member and corp co trustee /// 2) Christmas Creek Partners, LLC/ Investment related?:yes3115 Foxhall Overlook,Roswell,Georgia 30075/LLC/Investing/Sole owner/Manage my capital/start date:11/5/2020/Time reqd. during working hours ?: no /// 3) J. Gordon, LLC / Other / LLC / Investing / Other / Sole owner / Manage my capital /// START DATE-11/5/2020 4) Bootstraps, LLC / Other / LLC / Investing / Other / Sole owner / Manage my capital ///START DATE-11/5/2020 5) Vision Partners 2021, LLC / Other / LLC / Investing in real estate / Other / Partner / Monitor, start date-10/27/2021 6) 3 Amigos Capital, LLC, This is a private investment entity for purposes of investing the personal capital of the partners, Partner, Say yes or no to private investments, START DATE-12/7/2020, Dunwoody Georgia United States-30338. 7) PDI- ApalachicolaInvesting in real estate, Partner, Monitor, start date-1/3/2022, DestinFlorida United States-32541 8) WAER, LLCInvesting in real estate, Partner, Passive investor, start date-6/13/2022, DestinFlorida United States-32541.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-06-04
S65 Uniform Investment Adviser Law Examination 1994-06-28
  • S63 Uniform Securities Agent State Law Examination
    2015-06-04
  • S65 Uniform Investment Adviser Law Examination
    1994-06-28
Other Names
  • John G Mccolskey
  • John Gordon Mccolskey

View on SEC IAPD

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