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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-09-08
  • TX RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
United Capital Financial Advisors, Llc Irving TX 08/2015 Present
  • 08/2015 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
  • 2015-02-20 → 2015-08-27
    Rgt Wealth Advisors
    Dallas, TX
  • 2003-06-19 → 2005-10-25
    Rench & Muir Financial Advisors Inc
    Denton, TX
Other Businesses

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.

Designations
Other Names
  • Trudy Rene King
  • Trudy Rene Turner

View on SEC IAPD

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