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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2014-12-24
  • MT RA
    APPROVED
    Since 2014-12-24

Branch Locations

401 North 31St Street, Billings, MT 59101 • 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
Ubs Financial Services Inc Billings MT 07/2006 Present
Other Businesses

JNG PROPERTY / 1105 1st Ave N BILLINGS,MT 59102 / PARTNERSHIP/ REAL ESTATE / RENTAL PROPERTY / OTHER / MY SPOUSE IS PARTNER OF BUSINESS, I AM OWNER OF A COUPLE OF PROPERTIES / NON PAID POSITION - HELP WITH BOOKKEEPING OF THE PROPERTIES / START DATE 04/02/2012 / 2)BILLINGS STUDIO THEATRE / 1500 RIMROCK RD BILLINGS,MT 59102 / PARTICIPANT IN BAND FOR PERFORMANCE/ START DATE 9/5/2014 St Bernards Catholic Church and St Patricks Co-Cathedral / 226 Wicks Lane and 215 N 31st StBillingsMT59105 59101 /I cantor for church masses at both St Bernards church and St Patricks church - occasionally I will sing for a funeral or wedding - I typically will receive a payment ranging from $25 - $100 for services. / I volunteer as a cantor and sing for church masses - Occasionally I will be asked to sing for a funeral or a wedding and receive payment / This is a church - which has a Parish council but not a board - I am only a volunteer cantor at church / 6/10/2022 Name of Business: Elizabeth Ann Monical-Jenkins Trust./ Address: 2441 Greenbriar Rd BillingsMontana United States 59105./Investment Related: No./ Nature: As Trustee for my niece's Trust, I would be in charge of handling any distributions to her or for her behalf. She is not supposed to receive the trust assets until she turns 35 or if she has needs for her care that the Trustee feels are acceptable./ Role: As Trustee, I will help to safeguard the funds either in CDs or money markets to gain some interest but to avoid market losses for the beneficiary, my niece. If she needs funds for her care, I will assist in distributions to her or for her benefit. Start date will be after approval and once I accept as successor trustee. Waiting for signatures to be appointed./ Start Date: 7/5/2023./ Time Required: No.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-23
  • S66 Uniform Combined State Law Examination
    2014-12-23
Other Names
  • Lani M Monical
  • Leilani M Choriki

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