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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-07-27 |
| WI | RA | APPROVED | 2012-07-27 |
Branch Locations
17335 Golf Parkway Suite 525, Brookfield, WI 53045 • United States
Muskego, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Brookfield | WI | 07/2012 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-19 |
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