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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-05-19 |
Branch Locations
900 Larkspur Landing Circle Ste 209, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 05/2015 | Present |
1. TRUSTEE AT DEBORAH ROBINSON THIRD PARTY SPECIAL NEEDS TRUST, A NON-PROFIT. ACTIVITY WILL TAKE PLACE FROM SAN RAFAEL, CA. ORGANIZATION IS NOT PRIMARILY ENGAGED IN INVESTMENT-RELATED ACTIVITY. START DATE WAS AUGUST 7, 2020. FIVE HOURS PER MONTH. DUTIES INCLUDE HAVING OVERSIGHT FOR THE ENTITY'S INVESTMENTS. 2. MINISTER. ORGANIZATION IS NOT PRIMARILY ENGAGED IN INVESTMENT - RELATED ACTIVITY. START DATE: MARCH 2014. TWO HOURS PER MONTH. DUTIES INCLUDE OCCASIONAL SPEAKING ENGAGEMENTS, OFFICIATE WEDDINGS AND MEMORIAL SERVICES. 3. TREASURER. US NAVAL ACADEMY ALUMNI ASSOCIATION. NON IVESTMENT RELATED; NATURE - ALUMNI NETWORKING; START DATE: FEBRUARY 2022. 4 HOURS PER MONTH; DUTIES INCLUDE REVIEWING BANK ACCOUNT, REIMBURSEMENTS, AND EVENT COORDINATION. 4. TRUSTEE AT THE BETTY ANN BREEZE LIVING TRUST, A REVOCABLE LIVING TRUST. ACTIVITY WILL TAKE PLACE FROM SAN RAFAEL, CA. ORGANIZATION IS NOT PRIMARILY ENGAGED IN INVESTMENT-RELATED ACTIVITY. START DATE WAS APRIL 2026. TWENTY HOURS PER MONTH. DUTIES INCLUDE HAVING OVERSIGHT FOR THE ENTITY'S INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-09 |
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