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Current Employers
United Capital Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-04-06
CO RA APPROVED 2026-03-18
AZ RA APPROVED 2026-03-10
  • LA RA
    APPROVED
    Since 2026-04-06
  • CO RA
    APPROVED
    Since 2026-03-18
  • AZ RA
    APPROVED
    Since 2026-03-10

Branch Locations

16427 N Scottsdale Rd Ste 395, Scottsdsale, AZ 85254 • United States

5655 S Yosemite St Ste 450, Greenwood Village, CO 80111 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2018 07/2018
Keller Williams Capital Realty Evansville IN 11/2015 12/2017
Morgan Stanley Gilbert AZ 10/2018 08/2020
Fidelity Brokerage Services Chandler AZ 08/2020 10/2025
Fidelity Investments Boston MA 03/2025 10/2025
Morgan Stanley Tempe AZ 10/2025 12/2025
United Capital Financial Advisors, Llc Irving TX 01/2026 Present
Integrity Alliance, Llc Greenwood Village CO 03/2026 Present
  • 02/2018 → 07/2018
    St Louis, MO
  • 11/2015 → 12/2017
    Keller Williams Capital Realty
    Evansville, IN
  • 10/2018 → 08/2020
    Gilbert, AZ
  • 08/2020 → 10/2025
    Fidelity Brokerage Services
    Chandler, AZ
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → 12/2025
    Tempe, AZ
  • 01/2026 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
  • 03/2026 → Present
    Integrity Alliance, Llc
    Greenwood Village, CO
Previous Registrations
  • 2025-10-31 → 2025-12-11
    Tempe, AZ
  • 2025-03-31 → 2025-11-04
    Gilbert, AZ
    Boston, MA
  • 2020-10-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chandler, AZ
  • 2018-10-08 → 2020-08-31
    Gilbert, AZ
  • 2018-05-10 → 2018-07-12
    Sierra Vista, AZ
    St Louis, MO
Other Businesses

1) United Capital Financial Advisors; Investment Related - Yes; 5655 S Yosemite Street Greenwood Village, CO 80237; Wealth Management; Employee; Start date 01/06/2026; 160 hours per month; 160 hours per month during trading hours; Financial Planning and Advising/Wealth Management. 2) UNITED CAPITAL POSITION: Employee NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/06/2026 ADDRESS: 5655 S Yosemite Street, Greenwood Village CO 80237, United States DESCRIPTION: Financial Planning and Advising/ Wealth Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-09
  • S66 Uniform Combined State Law Examination
    2018-05-09
Other Names
  • Tyler Campbell Clark
  • Tyler Clark
  • Tyler C. Clark

View on SEC IAPD

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