Best Investors Account Sign in
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-07-27
WI RA APPROVED 2012-07-27
  • TX RA
    APPROVED
    Since 2012-07-27
  • WI RA
    APPROVED
    Since 2012-07-27

Branch Locations

17335 Golf Parkway Suite 525, Brookfield, WI 53045 • United States

Muskego, WI • 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 Brookfield WI 07/2012 Present
Previous Registrations
Other Businesses

BUSINESS OR ACTIVITY NAME: STABBIN CABIN LLC FOR PROFIT OR NOT FOR PROFIT: NOT FOR PROFIT INVESTMENT RELATED: (YES OR NO) NO ADDRESS OF BUSINESS: FRASER, CO 80442 NATURE OF BUSINESS: REAL ESTATE YOUR POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: OCTOBER 2010 NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 YOUR DUTIES: USED AS VACATION HOME T J. B Irrevoc Trust,Execute grantor's Trust wishes,wisconsinUnited States,pay final expenses, collect rent in LLC, distribute assets to beneficiaries listed in Trust- file tax returns, Start date 10/24/2025

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-05
S63 Uniform Securities Agent State Law Examination 1987-08-19
  • S65 Uniform Investment Adviser Law Examination
    1996-01-05
  • S63 Uniform Securities Agent State Law Examination
    1987-08-19
Other Names
  • Melissa Kay Bitters

View on SEC IAPD

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor