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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 2004-04-01
OH RA APPROVED 1999-08-16
  • TX RA
    APPROVED_RES
    Since 2004-04-01
  • OH RA
    APPROVED
    Since 1999-08-16

Branch Locations

The Towers At Kenwood 8044 Montgomery Road, Cincinnati, OH 45236 • United States

8044 Montgomery Road, Ste. 10 The Towers At Kenwood, Cincinnati, OH 45236 • United States

Cincinnati, OH • 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
Ubs Financial Services Inc. Cincinnati OH 05/1997 Present
Other Businesses

TWO CREEK RANCH. OVANDO, MT 59854. NOT INVESTMENT RELATED. BUSINESS - CATTLE RANCH. TITLE - BOARD MEMBER. START DATE - 06/30/1995. 4 HRS/ANNUALLY. DUTIES - OCCASIONAL BOARD MEETINGS. 2. R.R.B IRREV Trust FBO J.J.B. Jr. under agreement dated 3/6/07, Requesting approval to be Co-Trustee for my son's trust account, Co-trustee, start date- 7/24/2020, Cincinnati OhioUnited States-45243 3. R. R. B. IRREV Trust FBO H.B. under agreement dated 3/6/07,Requesting approval to be Co-Trustee for my son's trust account, Co-trustee, start date- 7/24/2020, CincinnatiOhio United States-45243 4. R. R. B. IRREV Trust FBO S.B. under agreement dated 3/6/07, Trust for the benefit of my child E.B., I am a co-trustee with Comerica Bank and Trust for this trust established by my father for my daughter E.B., start date-7/24/2020, CincinnatiOhioUnited States45243 5. None - just farmland I own, This is farmland that I inherited. It is not a business, I am not a farmer, so I lease out some tillable acres to a local farmer to generate some income to put towards taxes and other expenses of the farm. It is for recreation only, Proprietor / owner, sign annual lease agreement for farmland, beyond that it is recreational property, start date-6/1/2022, Ohio United States-43318.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-01
S63 Uniform Securities Agent State Law Examination 1993-12-29
  • S66 Uniform Combined State Law Examination
    2010-11-01
  • S63 Uniform Securities Agent State Law Examination
    1993-12-29
Other Names
  • Jamie Burchenal

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