Best Investors Account Sign in
Current Employers
United Capital Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-14
TX RA APPROVED 2025-11-14
  • NY RA
    APPROVED
    Since 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14

Branch Locations

East Northport, NY • United States

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • 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
Atlantic Trust New York NY 11/2012 10/2017
Apexium Financial Lp Dallas TX 10/2017 11/2025
United Capital Financial Advisors, Llc Irving TX 11/2025 Present
  • 11/2012 → 10/2017
    Atlantic Trust
    New York, NY
  • 10/2017 → 11/2025
    Apexium Financial Lp
    Dallas, TX
  • 11/2025 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Designations

View on SEC IAPD

More in East Northport, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor