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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-08-10 |
| TX | RA | APPROVED | 2009-01-15 |
Branch Locations
7250 Dallas Parkway Suite120, Plano, TX 75024 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Addison | TX | 12/2008 | Present |
1) The Tobster Irrevocabe Trust DTD 6-21-2017; This is trust set up for estate planning.; Plano, Texas; Start date: 6/21/2017 /// 2) Tobster Limited Partnership; Partnership; Estate Planning; Partner; Plano, Texas; Start date: 7/1/2018 /// 3) Tobster Management Company LLC; Partnership; GP of Tobster Limited Partnership; Partner; I am the FA; Plano, Texas; Start date: 7/3/2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-28 |
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