Inactive

Laurie Samay

United Capital Financial Advisors

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Current Employers

United Capital Financial Advisors

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-11-14
TX	RA	APPROVED	2025-11-14

NY RA
APPROVED

Since 2025-11-14
TX RA
APPROVED

Since 2025-11-14

Branch Locations

New York, NY • United States

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

Organization	City	State	From	To
United Capital Finanical Advisors, Llc	Irving	TX	11/2025	Present
Apexium Financial Lp	Dallas	TX	03/2017	11/2025
Palisades Hudson Financial Group Llc	Stamford	CT	07/2012	03/2017

11/2025 → Present

United Capital Finanical Advisors, Llc

Irving, TX
03/2017 → 11/2025

Apexium Financial Lp

Dallas, TX
07/2012 → 03/2017

Palisades Hudson Financial Group Llc

Stamford, CT

Designations

View on SEC IAPD

More in New York, NY

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