Andrew Scott Wolf

Current Employers

Employment History

• 12/2012 → 07/2019
  United Capital Financial Advisors
  Modesto, CA
• 05/2013 → 11/2017
  Girard Securities Inc
  San Diego, CA
• 11/2017 → 07/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2019 → 11/2023
  Llc Goldman Sachs & Co Llc
  Los Angeles, CA
• 11/2023 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Other Businesses

1 - NAME OF OTHER BUSINESS: UNITED CAPITAL FINANCIAL ADVISORS, LLC DBA UCFA, LLC, UNITED CAPITAL, UNITED CAPITAL FINANCIAL LIFE MANAGEMENT, UNITED CAPITAL PRIVATE WEALTH COUNSELING & UNITED CAPITAL RETIREMENT ADVISERS, UNITED CAPITAL MODESTO. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY FIRM REGISTERED WITH THE SEC POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 12/03/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE 2 - NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES DBA UNITED CAPITAL RISK MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/03/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH AND ANNUITIES

Exams

• S66 Uniform Combined State Law Examination
  2015-10-29