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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-10-20 |
| TX | RA | APPROVED | 2020-10-20 |
Branch Locations
1450 Lake Robbins Dr Ste 400, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annuity Sense Llc | Castle Rock | CO | 03/2009 | 05/2017 |
| Valic Financial Advisors | Lakewood | CO | 06/2016 | 05/2017 |
| Ceros Financial Services, Inc. | Rockville | MD | 07/2018 | 12/2019 |
| Flexible Plan Investments | Bloomfield Hills | MI | 05/2017 | 12/2019 |
| United Capital Financial Advisors, Llc | Irving | TX | 09/2020 | Present |
| Annuitysense | Castle Rock | CO | 12/2019 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-20 |
| S66 | Uniform Combined State Law Examination | 2010-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-17 |
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