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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 01/2012 | 10/2017 |
| United Capital Financial Advisors, Llc | Irving | TX | 01/2012 | Present |
1. Trustee at James and Kelly Rehak Family Trust, a family trust. Organization's primary address is in Kenmore, NY. Organization is not primarily engaged in investment-related activities. Start Date is October 2nd, 2020. Four hours per month. Duties include general trustee responsibilities. 2. Investment Committee Member at The Cullen Foundation, a charitable organization. Organization's primary address is in Buffalo, NY. Organization is not primarily engaged in investment-related activities. Start Date is October 1st, 2021. Twenty-five hours per year. Duties include oversight of portfolio assets and making recommendations to the Board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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