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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2020-02-04 |
| LA | RA | APPROVED | 2020-02-04 |
| RI | RA | APPROVED | 2020-02-04 |
| TX | RA | APPROVED | 2014-01-02 |
| TN | RA | APPROVED | 2010-09-09 |
Branch Locations
5350 Poplar Ave, Suite 310, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 09/2010 | Present |
1. MEMBER ON THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE AT WOMEN'S FOUNDATION FOR A GREATER MEMPHIS, A NON-PROFIT. ORGANIZATION IS LOCATED IN MEMPHIS, TN. ORGANIZATION IS NOT PRIMARILY ENGAGED IN INVESTMENT-RELATED ACTIVITY. START DATE WAS JANUARY 7, 2014. FIVE HOURS PER MONTH. DUTIES INCLUDE HAVING OVERSIGHT FOR THE ENTITY'S INVESTMENTS. 2. ADVISORY BOARD MEMBER AT BLACK LENS PRODUCTION, A FILM PRODUCTION AND CONTENT CREATION COMPANY. ORGANIZATION'S PRIMARY ADDRESS IS IN MEMPHIS, TN. ORGANIZATION IS NOT PRIMARILY ENGAGED IN INVESTMENT-RELATED ACTIVITY. START DATE WAS MARCH 1, 2019. TWO HOURS PER MONTH. DUTIES INCLUDE SERVING ON THE ADVISORY BOARD OF THE COMPANY. 3. MEMBER ON THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE AT CENTRAL GARDENS NEIGHBORHOOD ASSOCIATION, A NON-PROFIT. ORGANIZATION IS LOCATED IN MEMPHIS, TN. ORGANIZATION IS NOT PRIMARILY ENGAGED IN INVESTMENT-RELATED ACTIVITY. START DATE WAS JUNE 1, 2025. FIVE HOURS PER MONTH. DUTIES INCLUDE VOLUNTEERING, ATTENDING BOARD MEETINGS, FUNDRAISING, DONATIONS, AND FOSTERING COMMUNITY ENGAGEMENT. 4. FORA TRAVEL; NON INVESTMENT RELATED; NEW YORK, NEW YORK; A TRAVEL SERVICES COMPANY; TRAVEL ADVISOR; AUGUST 2026; DEVOTE 5 HOURS/MONTH; 0 HOURS/MONTH DURING TRADING HOURS; DUTIES INCLUDE BOOKING HOTELS, FLIGHTS, AND ACTIVITIES FOR CLIENTS.
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