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Reid Sherman Miles

United Capital Financial Advisors

Larkspur, 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 2022-09-12
  • CA RA
    APPROVED
    Since 2022-09-12

Branch Locations

900 Larkspur Landing Circle Suite 209, Larkspur, CA 94939 • 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
American Airlines Fort Worth TX 09/2018 06/2021
Sir Francis Drake High School San Anselmo CA 06/2018 09/2018
Dodge And Cox San Francisco CA 05/2017 08/2017
Student Auburn AL 08/2014 05/2018
David Cochrane San Francisco CA 06/2021 07/2022
Northwestern Mutual Investment Services Llc San Francisco CA 06/2021 07/2022
Goldman Sachs & Co Llc Irving TX 08/2022 11/2023
United Capital Financial Advisors, Llc Irving TX 11/2023 Present
  • 09/2018 → 06/2021
    American Airlines
    Fort Worth, TX
  • 06/2018 → 09/2018
    Sir Francis Drake High School
    San Anselmo, CA
  • 05/2017 → 08/2017
    Dodge And Cox
    San Francisco, CA
  • 08/2014 → 05/2018
    Student
    Auburn, AL
  • 06/2021 → 07/2022
    David Cochrane
    San Francisco, CA
  • 06/2021 → 07/2022
    San Francisco, CA
  • 08/2022 → 11/2023
    Goldman Sachs & Co Llc
    Irving, TX
  • 11/2023 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
  • S66 Uniform Combined State Law Examination
    2021-11-15
Designations
Other Names
  • Reid Miles

View on SEC IAPD

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