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Uniting Wealth Partners CRD 332317
$935M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-25 |
Branch Locations
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
1441 Monroe Ave, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High Falls Advisors, Inc. | Rochester | NY | 12/2013 | 02/2018 |
| Leigh Baldwin & Co., Inc. | Rochester | NY | 12/2013 | 01/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2018 | 04/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2018 | 04/2023 |
| Naviter Wealth, Llc | Rochester | NY | 04/2023 | 06/2025 |
| Uniting Wealth Partners, Llc | Rochester | NY | 06/2025 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-01 |
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