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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2000-11-03 |
Branch Locations
1700 West Wall St Suite 220, Midland, TX 79701 • United States
Horseshoe Bay, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Midland | TX | 09/2007 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-25 |
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