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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-07-12
  • TX RA
    APPROVED
    Since 2010-07-12

Branch Locations

One Post Office Square, Boston, MA 02109 • United States

Hopkinton, MA • 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. Boston MA 07/2008 Present
Other Businesses

International Obstacle Racing Federation / One Olympic Plaza Colorado Spring ,CO 80909 / Association (i.e., Trade or Industry, Sport...)/ Sport & Leisure Facilities / To promote the sport of obstacle racing / Member of Board of Directors / Correspondence, prepare meetings, keep minutes, assist in ensuring receipt of annual fees from members, and ongoing status of members in good standing / Start Date 3/1/16 2) Name of Business: Boston Exit Planning Consortium./ Address: One Post Office SquareBOSTON MA United States./ Investment Related: No./ Nature: Goal of Boston Exit Planning Consortium - To create a true consortium of diverse professionals who are accustomed to serve as a collaborative resource for business owners trying to accelerate the value of their business as well as manage their business with transition in mind to provide the best possible outcome when that inevitable transition happens./ Role: Member of a committee representing the interests of any third party./ Duty: set up in person or virtual networking events with professionals, to collaborate on best practices for business owners who are considering a transition event down the road. I will occasionally interview another professional on a webinar designed to share their expertise for business owners./ Start Date: 1/26/2022./ Hours Devoted: N/A.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-09
  • S66 Uniform Combined State Law Examination
    2008-10-09
Other Names
  • Brian Lynch
  • Brian Patrick Lynch
  • Brian Patrick Lynch

View on SEC IAPD

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