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United Advisors America CRD 147350
$447M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-01 |
| AL | RA | APPROVED | 2025-09-11 |
| AR | RA | APPROVED | 2025-09-11 |
| KS | RA | APPROVED | 2025-09-11 |
| NC | RA | APPROVED | 2025-09-11 |
| VA | RA | APPROVED | 2025-09-11 |
| WI | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-08-05 |
Branch Locations
290 S Preston Road Suite 220, Prosper, TX 75078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Advisors America | Prosper | TX | 08/2025 | Present |
| Alliance America | University Park | FL | 07/2025 | Present |
| Visanotary | University Park | FL | 07/2025 | Present |
| Rally House | Norman | OK | 08/2024 | 10/2024 |
| New Balance | Allen | TX | 06/2022 | 12/2024 |
| Unemployed | Plano | TX | 07/2015 | 06/2022 |
| Unemployed | Plano | TX | 12/2024 | 07/2025 |
ALLIANCE AMERICA CORPORATION, LIFE AND HEALTH INSURANCE AGENCY, SARASOTA, FL, INSURANCE AGENT SINCE JULY 2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-22 |
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