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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-03-17 |
| LA | RA | APPROVED | 2021-03-16 |
| OH | RA | APPROVED | 2021-03-16 |
| FL | RA | APPROVED | 2009-10-06 |
Branch Locations
3031 N Rocky Point Dr. W, Suite 175, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 07/2009 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 08/2020 |
| Lion Street Financial | Austin | TX | 09/2024 | 11/2025 |
| Integrity Alliance, Llc. | Tampa | FL | 11/2025 | Present |
1) UNITED CAPITAL RISK MANAGEMENT (UCRM) POSITION: Employee NATURE: Fixed Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/12/2024 ADDRESS: 3031 N Rocky Point W, Tampa FL 33607, United States DESCRIPTION: I offer fixed life, health insurance and fixed annuity options for clients. I meet with clients, potentially run illustrations and provide fixed options for clients. 2) UNITED CAPITAL FINANCIAL ADVISORS LLC (UCFA) POSITION: Employee NATURE: Outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/19/2005 ADDRESS: 3031 N Rocky Point W, Tampa FL 33607, United States DESCRIPTION: I am a relationship manager with UCFA. I handle client meetings and requests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-24 |
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