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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-10 |
Branch Locations
7250 Dallas Parkway Suite120, Plano, TX 75024 • United States
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Plano | TX | 06/2018 | Present |
| Nationstar | Dallas | TX | 05/2012 | 05/2018 |
1) Name of Business: MLK IRREVOCABLE TRUST MEGAN L PORTACCI, TTEE./ Address: United States./ Role and Duties: "This is a ~$100,000 trust account where I am trustee and the grantor is a UBS Employee, Mark Kever (father) Phil Brennaman reached out and asked that I fill out this EIA approval as UBS was updating their fiduciary requirements"./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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