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United Advisor Group CRD 324205
$1.43B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-27 |
Branch Locations
Alexandria, VA • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Alexandria | VA | 08/2016 | 02/2021 |
| Truist Investment Services, Inc. | Alexandria | VA | 02/2021 | 02/2022 |
| Truist Advisory Services, Inc. | Alexandria | VA | 02/2021 | 02/2022 |
| Momentum Independent Network | Dallas | TX | 03/2022 | 05/2024 |
| Lpl Financial Llc | Alexandria | VA | 05/2024 | 08/2024 |
| United Advisors Group | Alexandria | VA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
| S66 | Uniform Combined State Law Examination | 2008-12-19 |
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