Kelly S Lane

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	1987-07-06

TX RA
APPROVED

Since 1987-07-06

Branch Locations

100 Crescent Court Suite 600, Dallas, TX 75201 • United States

Forney, TX • 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
Paine Webber Inc	Dallas	TX	06/1983	Present
Ubs Financial Services Inc.	Dallas	TX	06/1983	Present

06/1983 → Present

Paine Webber Inc

Dallas, TX
06/1983 → Present

Ubs Financial Services Inc.

Dallas, TX

Other Businesses

1) M.C. Living Trust/ investment related?: yes/ Forney, TX, 75216/I am the trustee of the trust and one of five beneficiaries/ collect and distribute assets/cash of family trust/ start date: 3/17/2021

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-07-01

S63 Uniform Securities Agent State Law Examination

1987-07-01

Other Names

Kelly S Bobbitt
Kelly Sue Mcclintock
Kelly Shinpaugh
Kelly S Mcclintock
Kelly M Lane

View on SEC IAPD

Current Employers

Ubs Financial Services Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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