Best Investors Account Sign in
Current Employers
United Capital Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-05-02
  • IN RA
    APPROVED
    Since 2024-05-02

Branch Locations

601 N Cross Pointe Blvd, Evansville, IN 47715 • 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 08/2021 Present
Fifth Third Bank Evansville IN 05/2017 06/2021
University Of Evansville Evansville IN 08/2015 12/2019
  • 08/2021 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
  • 05/2017 → 06/2021
    Fifth Third Bank
    Evansville, IN
  • 08/2015 → 12/2019
    University Of Evansville
    Evansville, IN
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Evansville, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor