Sara J Kenyon

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → Present
  Ubs Financial Services Inc
  7250 Dallas Parkway, 12Th Floor, Plano, TX

Previous Registrations

• 2000-07-26 → 2005-04-20
  A. G. Edwards & Sons, Inc.
  Lawrence, KS

Other Businesses

1) GALAXY RIDING SCHOOL; 5525 Lyons Rd, Garland, TX 75043; Teaching horse riding lessons to children and beginner adults on evenings and weekends; 5/1/2019 2)Sara Kenyon DBA Nicker Kneads Equine Massage / 500 Rustic Place / Wylie75098 / United States,/ Sole proprietorship / Agriculture & Livestock / performing equine sport massage on horses/ Performance of equine sport massage on local horses, predominately in the barn I am part of. Part time on weeknights and weekends / Proprietor / owner / Receive compensation?: yes/ Investment in company?: 100/ Authority to make investment decisions?: yes/ Start Date 12/6/2020

Exams

• S66 Uniform Combined State Law Examination
  2000-05-12

Other Names

• Sara Hatzenbuhler
• Sara Jaye Hatzenbuhler