This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

UBS FINANCIAL SERVICES INC.

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 13, 2017

First registration

Oct 6, 2017

Dual registered

yes, broker-dealer

Other names

JEFFREY LOWRIE|JEFFREY TODD LOWRIE

IAPD individual key

6232201

• Occurred

  Oct 17, 2025
  Advisor changed firm

  Jeff Lowrie left Sandhill Investment Management for Ubs Financial Services Inc. (registered 2025-12-26)

  Form ADVobserved 6 days ago
• Occurred

  Apr 17, 2023
  Advisor changed firm

  Jeff Lowrie left Capital Client Group, Inc. for Sandhill Investment Management (registered 2023-07-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0db7094b-2359-7248-db6a-2f9077abba99

First observed

Oct 6, 2017

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.