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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
East Northport, NY • United States
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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