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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-28 |
| TX | RA | APPROVED | 2023-09-28 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 06/2018 | 09/2023 |
| Flying Horse Realty | Colorado Springs | CO | 01/2017 | 09/2023 |
| Ushealth Advisors | Colorado Springs | CO | 07/2016 | 12/2016 |
| Spire Investment Partners | Colorado Springs | CO | 09/2023 | Present |
1. I AM AN INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-28 |
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