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Chahati Lani Fern Lancaster

United Capital Financial Advisors

San Diego, CA

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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
CA RA APPROVED 2021-01-01
  • CA RA
    APPROVED
    Since 2021-01-01

Branch Locations

12626 High Bluff Dr Ste 450, San Diego, CA 92130 • 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 03/2020 Present
Haydel Biel & Associates Pasadena CA 10/2017 03/2020
Appleone Thousand Oaks CA 07/2017 10/2017
Wesley Thomas Enterprises Thousand Oaks CA 03/2017 06/2017
Apleone Thousand Oaks CA 10/2016 03/2017
Homemaking Agoura Hills CA 07/2016 10/2016
  • 03/2020 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
  • 10/2017 → 03/2020
    Haydel Biel & Associates
    Pasadena, CA
  • 07/2017 → 10/2017
    Appleone
    Thousand Oaks, CA
  • 03/2017 → 06/2017
    Wesley Thomas Enterprises
    Thousand Oaks, CA
  • 10/2016 → 03/2017
    Apleone
    Thousand Oaks, CA
  • 07/2016 → 10/2016
    Homemaking
    Agoura Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-31
  • S65 Uniform Investment Adviser Law Examination
    2020-12-31
Designations
Other Names
  • Chahati Lancaster

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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