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Alexandra Levenson Dandes

Ubs Financial Services Inc.

Dallas, TX

Denver, CO

CRD 6361060

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Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-03
TX RA APPROVED 2021-06-08
  • CO RA
    APPROVED
    Since 2026-06-03
  • TX RA
    APPROVED
    Since 2021-06-08

Branch Locations

100 Crescent Court Suite 400, Dallas, TX 75201 • United States

4600 S. Ulster Street -Suite 700 Metro Point One, Denver, CO 80237 • 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
Goldman Sachs & Co. Miami FL 08/2015 03/2018
Jpmorgan Chase Bank Na Dallas TX 04/2018 05/2021
Jpmorgan Securities Llc Dallas TX 04/2018 05/2021
Ubs Financial Services Dallas TX 06/2021 Present
  • 08/2015 → 03/2018
    Goldman Sachs & Co.
    Miami, FL
  • 04/2018 → 05/2021
    Jpmorgan Chase Bank Na
    Dallas, TX
  • 04/2018 → 05/2021
    Jpmorgan Securities Llc
    Dallas, TX
  • 06/2021 → Present
    Ubs Financial Services
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-04
  • S66 Uniform Combined State Law Examination
    2015-09-04
Other Names
  • Alexandra Jordan Levenson
  • Alexandra Levenson
  • Alexandra Dandes
  • Ali Dandes
  • Ali L Dandes
  • Ali Levenson Dandes
  • Alexandra L Dandes
  • Alexandra J Levenson

View on SEC IAPD

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