Brian David Melvin

Current Employers

United Capital Financial Advisors

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2015-03-27

IN RA
APPROVED

Since 2015-03-27

Branch Locations

54 Monument Circle Suite 601, Indianapolis, IN 46204 • 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

Organization	City	State	From	To
United Capital Financial Advisors, Llc	Irving	TX	03/2015	Present

03/2015 → Present

United Capital Financial Advisors, Llc

Irving, TX

Previous Registrations

2004-03-15 → 2015-05-28

Cs Capital Management Inc

Indianapolis, IN

Other Businesses

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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-01-08

S65 Uniform Investment Adviser Law Examination

2004-01-08

Designations

View on SEC IAPD

Current Employers

United Capital Financial Advisors

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews