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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-16 |
| CA | RA | APPROVED | 2012-12-19 |
| OR | RA | APPROVED | 2012-12-19 |
| WA | RA | APPROVED | 2012-12-19 |
Branch Locations
601 Union Street Ste 5301, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 12/2012 | Present |
1. Member on the Investment Committee at YWCA, a non-profit. Organization's primary address is in Washington, D.C. Organization is not primarily engaged in investment-related activity. Start date was January 3, 2007. One hour per month. Duties include having oversight for the entity's investments. 2. Echappe West LLC; not investment related; Seattle, Washington; Rental property; Owner; Member; January 2026; 0 hours/month; 0 hours during securities trading hours;
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