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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-06 |
| CA | RA | APPROVED | 2013-10-15 |
Branch Locations
555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States
Foster City, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Francisco | CA | 09/2015 | Present |
1) J W. B Trust FBO J L B,United States,Otherthis is a brokerage account. for income and appreciationprovide income to my uncle,Othersuccessor trusteeAssist in selecting income producing bonds and stocks to purchase. upon the passing of my uncle, I would facilitate the distribution to the beneficiaries, Start date -10/20/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-15 |
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