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Angela Denice Sanders

United Capital Financial Advisors

The Woodlands, TX

CRD 4548289

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
United Capital Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-12
  • TX RA
    APPROVED
    Since 2024-06-12

Branch Locations

1450 Lake Robbins Dr Ste 400, The Woodlands, TX 77380 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Securities The Woodlands TX 12/2014 11/2017
United Capital The Woodlands TX 12/2014 07/2019
Cetera Advisor Networks Llc The Woodlands TX 11/2017 07/2019
Woodland Springs Behavioral Health Hospital Conroe TX 01/2020 04/2020
Unemployed Huntsville TX 07/2019 01/2020
Sagepoint Financial, Inc. The Woodlands TX 04/2020 09/2023
Osaic Wealth, Inc. The Woodlands TX 09/2023 06/2024
United Capital Financial Advisors, Llc The Woodlands TX 06/2024 Present
  • 12/2014 → 11/2017
    Girard Securities
    The Woodlands, TX
  • 12/2014 → 07/2019
    United Capital
    The Woodlands, TX
  • 11/2017 → 07/2019
    Cetera Advisor Networks Llc
    The Woodlands, TX
  • 01/2020 → 04/2020
    Woodland Springs Behavioral Health Hospital
    Conroe, TX
  • 07/2019 → 01/2020
    Unemployed
    Huntsville, TX
  • 04/2020 → 09/2023
    Sagepoint Financial, Inc.
    The Woodlands, TX
  • 09/2023 → 06/2024
    The Woodlands, TX
  • 06/2024 → Present
    United Capital Financial Advisors, Llc
    The Woodlands, TX
Previous Registrations
Other Businesses

1. SANDERS ELECTRICAL SERVICES POSITION: Co-Owner/ Book Keeper NATURE: BUSINESS OWNERSHIP: SANDERS ELECTRICAL SERVICES, CO-OWNER,RESIDENTIAL AND COMMERCIAL ELECTRICAL,125 JOHNSON ROAD HUNTSVILLE TX 77320, $0, 1-9 HR/MO. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2016 ADDRESS: 125 Johnson Road, Huntsville TX 77320, United States DESCRIPTION: Preparingand sendinginvoices Ordering Electrical supplies 2. NO ASSUMED NAME POSITION: Owner/ landlord NATURE: Single Family home rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2010 ADDRESS: 125 Johnson Road, Huntsville TX 77320, United States DESCRIPTION: Advertise rental space Interview potential tenants Collect Rent from tenants Maintain property Coordinate work for property maintenance when needed

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-04
  • S66 Uniform Combined State Law Examination
    2005-06-04
Other Names
  • Angela Denice Justice

View on SEC IAPD

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