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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-07-05 |
Branch Locations
7250 Dallas Parkway Suite120, Plano, TX 75024 • United States
Frisco, TX • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Addison | TX | 07/2012 | Present |
Foco Enterprises, LLC / United States / 4639 Pine Valley Drive / Frisco / Texas / United States / 75034 / none / No / Other / Personal unfunded LLC set up for estate planning purposes / Other / No industry or sector specific activity. Simply for estate planning in the future. Nothing funded. / Unfunded LLC to hold personal investments in the future for estate planning purposes and asset protection / Inactive / Dormant Other / managing member / File the tax return annually / 2 / No / / No / / Yes / Yes / 50 / / Yes / Frisco Texas / No / / Yes / / Member and partner role set up by estate planning attorney / No Que Rico Investments LP / 4639 Pine Valley Drive Frisco,Texas 75034 / Other/ Other No industry or sector specific activity. Simply for estate planning in the future. Nothing funded. / Unfunded LLC to hold personal investments in the future for estate planning purposes and asset protection / Other / general partner / File the tax return annually / Start Date 1/1/2024 / Personal unfunded LP set up for estate planning purposes /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-03 |
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