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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-06-13 |
| NJ | RA | APPROVED | 2009-04-17 |
Branch Locations
61 South Paramus Road Mack Center Iv, Paramus, NJ 07652 • 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 | Paramus | NJ | 04/2009 | Present |
CALVIN REGAL / 1-16 MURRAY AVENUE MAHWAH,NJ 07430 / PARTNERSHIP/ OTHER MORTGAGE HELD FROM PROPERTY SALE AND ASSETS IN ACCOUNT / ALSO CONDO IN WILDWOOD CREST, NJ / OWNS A MORTGAGE OF SOLD PROPERTY AND INVESTMENTS IN ACCOUNT / PARTNER / MAKE SURE MORGAGE COMES IN AND HANDLE INVESTMENTS / START DATE 02/19/2007 - 10/31/2033. Theresa Angelo Testementary Trust / 1-16 Murray Ave Mahwah,NJ 07430 / Trust/ Other Testementary Trust / Recieve checks from Mortgage / Trustee / / manage account / Start Date 01/11/1997
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-09 |
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