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United Capital Financial Advisors CRD 134600
$24.6B regulatory AUM 160 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-15 |
Branch Locations
One South Church Avenue Suite 1200, Tucson, AZ 85701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 06/2021 | Present |
| Sherwin Williams | Tucson | AZ | 08/2018 | 04/2019 |
| Crest Insurance Group | Tucson | AZ | 04/2019 | 05/2021 |
| Saint Mary'S University Of Minnesota | Tucson | AZ | 08/2017 | 05/2018 |
| Not Employed - Saint Mary'S University Of Minnesota | Winona | MN | 08/2014 | 05/2018 |
| Goldman Sachs And Co. Llc | Tucson | AZ | 09/2023 | 11/2023 |
| Goldman Sachs And Co. Llc | Tucson | AZ | 06/2021 | 09/2023 |
1. Owner at MadRealContent LLC, a digital media production company. Organization's primary address is in Tucson, AZ. Organization is not primarily engaged in investment-related activity. Start Date is October 28th, 2020. Four hours per month. Duties include producing digital content for organizations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
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