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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-23 |
| TX | RA | APPROVED | 2006-11-03 |
Branch Locations
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Dallas | TX | 11/2006 | Present |
1. L.A.B. 1999 Trust, Growth of gifted assets over time, Act as trustee along with my wife for our Children College and future assets, start date-6/11/1999, DallasTexasUnited States-75225. 2. R.L.B. 2001 TrustActing as trustee for my child's trust, Acting as trustee for my child's trust to grow for his future use, start date-1/1/2001, DallasTexasUnited States-75225 3. B,B.B. 2001 Trust, Investing of funds gifted to my children for their future use, Acting as trustee for my childs trust account, start date-1/12/2001, DallasTexasUnited States-75225
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-16 |
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