Best Investors Account Sign in
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2000-11-03
  • TX RA
    APPROVED
    Since 2000-11-03

Branch Locations

1700 West Wall St Suite 220, Midland, TX 79701 • United States

Horseshoe Bay, TX • 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. Midland TX 09/2007 Present
Other Businesses

1)7V INVESTMENTS, LLC / 3921 BAYBROOK COURT MIDLAND,TEXAS 79707 / OIL & GAS INDUSTRIES (EXPLORATION, PRODUCTION, INTEGRATED) / HOLD OIL AND GAS INVESTMENTS OF FAMILY / MEMBER OF A COMMITTEE WITH MANAGEMENT OR SUPERVISORY FUNCTIONS /ASSIST FAMILY MANAGEMENT COMMITTEE WITH DECISIONS ON OIL AND GAS HOLDINGS / START DATE 1/1/2013. 2)CHESTELLA, LLC / 3921 BAYBROOK COURT MIDLAND,TX 79707 / OTHER/ OIL & GAS INDUSTRIES (EXPLORATION, PRODUCTION, INTEGRATED) / INVESTMENT IN PRIVATE FAMILY OWNED LLC / OIL AND GAS / PARTNER /MANAGEMENT OF PRIVATE INVESTMENTS / START DATE 1/1/2013. 3) Gregory McDonald GST Trust/ investment related?: yes / Midland TX 79707 US/ Trust that holds shares of Family Limited Partnership/Trustee of Generation Skipping Trust/ start date:2/2/2022 4)McDonald 7V Ranch, LLC / McDonald Mineral LLC/ Principal Business Activity - Family owned LLC for the purpose of holding Real Estate and Mineral Investments that have been accumulated by family over 115 years. The LLC will collect revenue and disburse to family members and family trusts. No additional investments are intended by LLC./ Role - Co Manager/ Compensation - No

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-01-25
  • S63 Uniform Securities Agent State Law Examination
    1996-01-25
Other Names
  • Greg Mcdonald

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Midland, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor