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Julian Sanchez

Ubs Financial Services Inc.

Phoenix, AZ

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-01-22
  • CA RA
    APPROVED
    Since 2020-01-22

Branch Locations

2575 East Camelback Road Suite 900, Phoenix, AZ 85016 • 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
Charles Schwab & Co., Inc. Fort Worth TX 07/2016 11/2019
Ubs Financial Services Inc. Los Angeles CA 01/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-15
S63 Uniform Securities Agent State Law Examination 2015-12-23
  • S66 Uniform Combined State Law Examination
    2018-11-15
  • S63 Uniform Securities Agent State Law Examination
    2015-12-23
Other Names
  • Julian Sanchez-Medina

View on SEC IAPD

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Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ
SMEAD CAPITAL MANAGEMENT, INC. · PHOENIX, AZ

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