Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-06 |
| MD | RA | APPROVED | 2015-01-05 |
| VA | RA | APPROVED | 2013-07-01 |
Branch Locations
12030 Sunrise Valley Dr Ste 240, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 07/2013 | Present |
1) INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS 2) NORTHERN VIRGINIA MEDIATION SERVICES - 9653 FAIRFAX BLVD, STE 203, FAIRFAX, VA 22031; MEDIATION SERVICES INSTRUCTOR TEACHING APPROX. 2 DAYS PER YEAR - NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-09 |
Reach out to this advisor