Best Investors
Account
Sign in
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-08 |
Branch Locations
125 E. John Carpenter Freeway Suite 1200, Irving, TX 75062 • United States
6160 Warren Parkway Suite 100, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 08/2015 | Present |
1. Instructor at Southern Methodist University, an educational institution. Organization's primary address is in Dallas, TX. Organization is not primarily engaged in investment-related activities. Start Date is April 3rd, 2019. Fifty hours per year. Duties include instructing in the Personal Financial Planning program.
Reach out to this advisor