Inactive

Jillian Marie Dragone

United Capital Financial Advisors

Cold Spring Harbor, NY

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Current Employers

United Capital Financial Advisors

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-11-26
TX	RA	APPROVED	2025-11-26

NY RA
APPROVED

Since 2025-11-26
TX RA
APPROVED

Since 2025-11-26

Branch Locations

Cold Spring Harbor, NY • United States

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

Organization	City	State	From	To
Alliancebernstein Investments, Inc.	New York	NY	05/2015	10/2016
Apexium Financial Lp	Dallas	TX	10/2016	11/2025
United Capital Financial Advisors, Llc	Irving	TX	11/2025	Present

05/2015 → 10/2016

Alliancebernstein Investments, Inc.

New York, NY
10/2016 → 11/2025

Apexium Financial Lp

Dallas, TX
11/2025 → Present

United Capital Financial Advisors, Llc

Irving, TX

Previous Registrations

2015-06-18 → 2016-10-11

Alliancebernstein L.P.

New York, NY
2011-08-24 → 2015-05-21

Morgan Stanley

Garden City, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-03-08
S63	Uniform Securities Agent State Law Examination	2011-01-10

S65 Uniform Investment Adviser Law Examination

2012-03-08
S63 Uniform Securities Agent State Law Examination

2011-01-10

Designations

View on SEC IAPD

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