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Ryan Roller

United Capital Financial Advisors

Indianapolis, IN

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Current Employers
United Capital Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-05-31
IN RA APPROVED 2015-03-27
  • TX RA
    APPROVED_RES
    Since 2019-05-31
  • 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
OrganizationCityStateFromTo
United Capital Financial Advisors, Llc Irving TX 03/2015 Present
  • 03/2015 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
  • 2012-03-22 → 2015-05-28
    Cs Capital Management Inc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-21
  • S65 Uniform Investment Adviser Law Examination
    2012-03-21
Other Names
  • Ryan Joseph Roller

View on SEC IAPD

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