Bruce David Ochsman

Current Employers

Employment History

• 04/2001 → Present
  Ubs Financial Services Inc.
  Bethesda, MD

Other Businesses

1)TWO SEPARATE INDIVIDUAL'S TRUST / BETHESDA, MD 20817 / TRUST/ TRUSTEE / OVERSEEING TRUST / START DATE 09/01/12; 2)IRREVOCABLE TRUST / BETESDA,MD 20817 / TRUST/ TRUSTEE / START DATE 10/1/12; 3)IRREVOCABLE TRUST / BETESDA,MD 20817 / TRUST/ TRUSTEE / START DATE 10/1/12; 4)ochsman residual LLC/ investment related:yes / Rockville, MD /Partnership/Financial and Real Estate investments/partner/broker of record distribute funds as necessary/ start date: 8/1/12; 5)The Ochsman 2008 sub trust for D.P.O. / RockvilleMd20850 / holds investments / Just oversee trust investments and disburse monies from time to time / Start Date: 12/30/20; 6)trust u/w r.o. fbo k.k. / rockvillemd 20850 / trust to hold assets / hold and invest assets make distributions when applicable / Start Date: 12/31/20; 7)L.E.D. Irrev Trust / boca raton 33496 / oversee trust and disburse funds when necessary / trust / Start Date: 12/30/20; 8)D.P.O. irrev trust 11/19/96 / boca ratonfl33496 / trust hold assets and distribute when applicable / hold invest and distribute assets / 12/31/20; 10)L.D. irrev tr 6/15/05 / boca ratonfl33496 / trust for hold and distribute assets as applicable / hold invest and distribute assets / 12/31/20; 11)L.D. qual subchapt s tr 4/28/04 / boca ratonfl33496 / hold invest and distribute assets as applicable / 12/31/20; 12)L.E.D. irrev tr 11/14/96 / boca ratonfl33496 / hold invest and distribute assets when applicable / 12/31/20; 13)ochsman 2008 sub trust for K.O. / rockvillemd20850 / oversee trust and disburse funds when applicable / trust / 12/31/20; 14)S.D. 2005 irrev trust 6/15/2005 / boca ratonfl33496 / trust / oversee assets and make distributions when applicable / 12/31/20; 15)S.D. qual sub str dtd 4/2842004 / boca ratonfl33496 / trust / gather and distribute assets invest when needed / 12/31/20; 16)S.E.D. irrev trust 11/14/96 / boca ratonfl33496 / trust for my niece/ hold assets and distribute funds when applicable/ 12/31/20; 17)D.I. Family Trust / Potomac MD 20854 / Life Ins Trust / Trustee / pay premiums / 2/17/05; 18)S.I. Family Trust / potomac Md 20854 / Life Ins Trust / trustee / pay premiums / 2/17/05; 20)S.E.D. estate / boca ratonfl33496 / pers rep of estate acct / hold and distribute assets according to her will / estate acct / gather and distribute assets / 12/31/20; 21)Burak Family 2012 Irrev Trust/12500 ParkPotomac MD/trustee of trust invest and distribute when necessary/12/07/20 22)E.B.D. Irrev Trust/9439 Rosehill,Betesda MD/Trustee/10/1/12 23)E.B.D. Trust/9439 Rosehill,Betesda MD/overseeing Trust/09/1/12 24)S.I. Family Trust/Life Ins Trust/8905hutn Potomac MD/trustee pay prmiums/2/17/05 25)S.M.D. Trust/9439Rosehill bethesda MD/overseeing trust/9/1/12 26)S.M.D. Irrev Trust/9439Rosehill bethesda MD/trustee/10/1/12 27) E.B.D separate property trustmanage assets and distributing as necessary, boca ratonflorida United States-33496, manage assets and distribute funds as necessary, start date-1/1/2024. 28) RMJ Ochsman Grandchildren LLC, Family real estate holdings for My fathers grandchildren, Partner, review reports and sign tax forms, start date-3/17/2003, McLeanVa United States22102. 29) The Ochsman Foundation1650 Tyson Blvd Ste 820McLean, VA 22102"I am Secretary/Treasurer, The Foundation makes charitable contributions on behalf of the Ochsman family.", Secretary, start date-2/8/2010 30) m r l irrev trust ,dtd 1/21/26 hold assets (all going to charity ) until probate is done 1,Md United States , pay final costs and then distribute asesets to pre determined charities , Start date 1/21/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-16
• S63 Uniform Securities Agent State Law Examination
  1983-10-18