Patricia Belknap Whitney

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-05-01
TX	RA	APPROVED_RES	2023-06-06
MI	RA	APPROVED	2010-10-29

FL RA
APPROVED

Since 2024-05-01
TX RA
APPROVED_RES

Since 2023-06-06
MI RA
APPROVED

Since 2010-10-29

Branch Locations

325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • 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

Organization	City	State	From	To
Ubs Financial Services Inc	Birmingham	MI	02/2009	Present

02/2009 → Present

Ubs Financial Services Inc

Birmingham, MI

Other Businesses

SUSAN MACK TRUST/TRUSTEE OF A FAMILY RELATED ACCOUNT/2 HRS. PER MONTH. 2)ROY C. BELKNAP TRUST / TRUST/ OTHER PRIVATE FAMILY TRUST / PRIVATE FAMILY TRUST / TRUSTEE / / ACT AS TRUSTEE / START DATE 5/29/1994 Variety Detroit / 600 South Adams Road, Suite 230 Birmingham, MI 48009 / United States / No / Charity / www.variety-detroit.com / Variety provides medical, therapeutic and essential services to children. Variety supports recreational and educational opportunities for children with special needs. / Officer / Treasurer / No / Start Date 11/1/2019

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-10-22
S63	Uniform Securities Agent State Law Examination	1986-07-10

S66 Uniform Combined State Law Examination

2010-10-22
S63 Uniform Securities Agent State Law Examination

1986-07-10

Other Names

Patricia Eileen Belknap
Patty Belknap

View on SEC IAPD