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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-02-05 |
Branch Locations
5141 Virginia Way Suite 470, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 02/2015 | 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. 2. PINK RIBBON GOOD; NON INVESTMENT RELATED; TROY, OHIO; NON-PROFIT PROVIDING MEALS AND RIDES TO TREATMENTS FOR PATIENTS UNDERGOING BREASTCANCER; ADVISORY BOARD; MAY, 2026; 0 HOURS/MONTH; 0 HOURS DURING TRADING HOURS; DUTIES: EVENT PLANNING, VOLUNTEERING, ADVISING ON FUNDRAISING AND BUDGETING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-11 |
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