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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
Branch Locations
980 N Federal Hwy Ste 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Atlantic University | Boca Raton | FL | 08/2014 | 05/2017 |
| Unemployed | Medellin | 01/2016 | 09/2016 | |
| The Atlantic Grille | Delray Beach | FL | 09/2016 | 03/2020 |
| United Capital Financial Advisors, Llc | Irving | TX | 10/2019 | 12/2025 |
| United Capital Financial Advisors, Llc | Irving | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
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