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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-11-22 |
| TX | RA | APPROVED_RES | 2008-01-14 |
Branch Locations
4000 Town Center Blvd Suite 100, Canonsburg, PA 15317 • United States
Pittsburgh, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Canonsburg | PA | 11/2013 | Present |
SOUTH HILLS COUNTRY CLUB / 4305 BROWNSVILLE ROAD PITTSBURGH PA 15236 / SPORT & LEISURE FACILITIES / MEMBER OF BOARD OF DIRECTORS / OVERSEE THE OPERATIONS OF THE CLUB / START DATE 01/03/2005 / OCCASIONAL EMAIL OR PHONE CALL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-21 |
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