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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-03 |
Branch Locations
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
Northlake, TX • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dallas | TX | 11/2015 | Present |
The G.F.G. and J.G. Irrevocable Trust DTD 11/24/2023; Irrevocable Life Insurance Trust 2nd to die.; Will pay yearly premiums.; Northlake, Texas 76247; Pay annual premium for Irrevocable Life Insurance Trust; Start date: 12/4/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-08 |
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