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Thomas Bridges Dickey

United Capital Financial Advisors

Irving, TX

New York, 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

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-17
TX RA APPROVED 2025-11-17
  • NY RA
    APPROVED
    Since 2025-11-17
  • TX RA
    APPROVED
    Since 2025-11-17

Branch Locations

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

New York, NY • 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
Pace University New York NY 08/2013 12/2016
Altfest Personal Wealth Management New York NY 01/2016 09/2016
Altfest Personal Wealth Management New York NY 10/2016 10/2021
Inverness Counsel, Llc New York NY 10/2021 03/2023
Corient New York NY 01/2023 04/2024
Corient Services Llc Miami FL 07/2023 04/2024
Cipw Servcice Company, Llc Toronto 01/2023 07/2023
Apexium Financial Lp Dallas TX 04/2024 11/2025
United Capital Financial Advisors, Llc Irving TX 11/2025 Present
  • 08/2013 → 12/2016
    Pace University
    New York, NY
  • 01/2016 → 09/2016
    Altfest Personal Wealth Management
    New York, NY
  • 10/2016 → 10/2021
    Altfest Personal Wealth Management
    New York, NY
  • 10/2021 → 03/2023
    Inverness Counsel, Llc
    New York, NY
  • 01/2023 → 04/2024
    Corient
    New York, NY
  • 07/2023 → 04/2024
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Servcice Company, Llc
    Toronto
  • 04/2024 → 11/2025
    Apexium Financial Lp
    Dallas, TX
  • 11/2025 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
  • 2024-04-22 → 2025-12-04
    Apexium Financial Lp
    New York, NY
    Dallas, TX
  • 2023-01-27 → 2024-05-09
    Corient
    Miami, FL
    New York, NY
  • 2022-06-27 → 2023-03-31
    Inverness Counsel, Llc
    New York, NY
  • 2021-07-19 → 2022-06-23
    Altfest Personal Wealth Management
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-30
  • S66 Uniform Combined State Law Examination
    2014-08-30
Designations
Other Names
  • Bridges Dickey

View on SEC IAPD

Other Firms

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GIBRALTAR CAPITAL MANAGEMENT, INC.
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J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
STRATEGIC ADVISERS LLC

Other Investors

JAY DEE COURTNEY
MARK ANTHONY MILLER
GENE STEVEN GURLEY
HARRISON TATE BENEDICT
Andres I Polanco
Benjamin Hopper
Michael P Seibert
Justin Montanari

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX
GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX
EDWARD JONES · IRVING, TX
EDWARD JONES · IRVING, TX
J.P. MORGAN SECURITIES LLC · IRVING, TX
U.S. BANCORP ADVISORS, LLC · Irving, TX
LPL FINANCIAL LLC · IRVING, TX
KESTRA ADVISORY SERVICES, LLC · IRVING, TX

More in Irving, TX

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