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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 04/2025 | 07/2025 |
| United Capital Financial Advisors, Llc | Irving | TX | 07/2025 | Present |
| Goldman Sachs | Salt Lake City | UT | 02/2021 | 03/2025 |
| University Of Maryland Athletics Department | College Park | MD | 08/2018 | 12/2020 |
| Mercy Ridge Retirement Community | Timonium | MD | 07/2016 | 06/2017 |
| University Of Maryland | College Park | MD | 08/2017 | 06/2020 |
| High School | Timonium | MD | 08/2014 | 06/2017 |
| Goldman Sachs | Timonum | MD | 06/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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