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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-27 |
| FL | RA | APPROVED | 2025-01-13 |
Branch Locations
500 E Broward Blvd Ste 1020, Fort Lauderdale, FL 33394 • United States
Charlotte, NC • United States
2 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 |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 03/2016 | Present |
| Girard Securities, Inc. | San Diego | CA | 03/2016 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 06/2020 |
1. Owner of KB Group Sales & Leasing, Inc., a retail company. Organization's primary address is in Fort Lauderdale, FL. Organization is not primarily engaged in investment-related activity. Start date was January 11, 2011. Four hours per week. Duties include the general management of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-06 |
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