Inactive

Ryan Ingram

United Capital Financial Advisors

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Current Employers

United Capital Financial Advisors

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2020-12-22

WA RA
APPROVED

Since 2020-12-22

Branch Locations

601 Union Street Ste 5301, Seattle, WA 98101 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Seattle	WA	07/2007	11/2016
Charles Schwab Bank	Seattle	WA	12/2015	11/2016
Mbsc Securities Corporation	Seattle	WA	10/2018	12/2020
Bny Mellon	Seattle	WA	11/2016	12/2020
United Capital Financial Advisors, Llc	Irving	TX	12/2020	Present

07/2007 → 11/2016

Charles Schwab & Co., Inc.

Seattle, WA
12/2015 → 11/2016

Charles Schwab Bank

Seattle, WA
10/2018 → 12/2020

Mbsc Securities Corporation

Seattle, WA
11/2016 → 12/2020

Bny Mellon

Seattle, WA
12/2020 → Present

United Capital Financial Advisors, Llc

Irving, TX

Previous Registrations

2018-11-19 → 2020-12-01

Bny Mellon Securities Corporation

Pittsburgh, PA

Seattle, WA

New York, NY
2007-08-10 → 2016-12-06

Charles Schwab & Co., Inc.

Glen Allen, VA

Englewood, CO

Virginia Beach, VA

Lone Tree, CO

Denver, CO

Seattle, WA
2012-01-03 → 2015-12-18

Schwab Wealth Advisory, Inc.

Englewood, CO

Lone Tree, CO
2007-02-06 → 2007-07-31

Wells Fargo Clearing Services, Llc

Newport News, VA
2006-04-14 → 2006-09-05

Micg Investment Management, Llc

Norfolk, VA

Norfolk, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-14

S66 Uniform Combined State Law Examination

2005-02-14

Designations

Other Names

Ryan Alexander Ingram

View on SEC IAPD

Other Firms

KLAKNA GROUP LTD

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

MADISON PARK CAPITAL ADVISORS, LLC

ETERNAL DIGITAL FUND LTD.

FREESTONE CAPITAL MANAGEMENT, LLC

CEDAR RIVER CAPITAL, LLC

ROBERT A. UNDERHILL P.C.

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG

JEFFREY ALAN MULLEN

CHRIS DARRYL FEATHERSTONE

WILLIAM LEE REECE

ANDREW JAMES BARFOOT

JONATHAN JACOB WITTLIN

MATTHEW ALLAN TIGERT

JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA

MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

ETERNAL DIGITAL FUND LTD. · SEATTLE, WA

FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA

CEDAR RIVER CAPITAL, LLC · SEATTLE, WA

ROBERT A. UNDERHILL P.C. · SEATTLE, WA

SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

More in Seattle, WA

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