Inactive

Pamela Thomas Alexander

United Capital Financial Advisors

CRD 2474966

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

United Capital Financial Advisors

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-04-28

GA RA
APPROVED

Since 2026-04-28

Branch Locations

Atlanta, GA • United States

3399 Peachtree Road Ne Ste 710, Atlanta, GA 30326 • 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 Financial Advisors, Llc	Irving	TX	03/2019	04/2026
French Wolf & Farr	Atlanta	GA	12/2007	03/2019
United Capital Financial Advisors, Llc	Irving	TX	04/2026	Present

03/2019 → 04/2026

United Capital Financial Advisors, Llc

Irving, TX
12/2007 → 03/2019

French Wolf & Farr

Atlanta, GA
04/2026 → Present

United Capital Financial Advisors, Llc

Irving, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-17
S63	Uniform Securities Agent State Law Examination	1995-01-09

S65 Uniform Investment Adviser Law Examination

2026-04-17
S63 Uniform Securities Agent State Law Examination

1995-01-09

Other Names

Pamela Dodge Thomas

View on SEC IAPD

More in Atlanta, GA

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