Best Investors
Account
Sign in
Best Investors
Account
Sign in
Uniting Wealth Partners CRD 332317
$935M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
6303 Waterford Blvd 125, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | El Paso | TX | 12/2013 | 10/2025 |
| Uniting Wealth Partners, Llc | Oklahoma City | OK | 10/2025 | Present |
1) Financial Industry Regulatory Authority Address: El Paso, TX 79912, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 08/29/2016 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Description of duties: Serve as an Arbitrator hearing cases brought to arbitration 2) Frostycups LLC Address: El Paso, TX, 79912, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor, Officer - President Investment Related: Yes Start Date: 01/01/1986 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own 4 unit investment rental with spouse since 1986 3) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-30 |
Reach out to this advisor