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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-19 |
Branch Locations
3399 Peachtree Road Ne Ste 710, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 11/2023 | Present |
| Goldman Sachs Asset Management | New York | NY | 05/2008 | 09/2017 |
| Goldman Sachs Private Wealth / Pfm | Atlanta | GA | 09/2017 | 11/2023 |
1. RENTAL PROPERTY; INVESTMENT-RELATED; FAYETTEVILLE, GEORGIA; RENTAL PROPERTY; OWNER; NOVEMBER 2012; 2 HOURS/MONTH; 0 HOURS/MONTH DURING TRADING HOURS; OWN THE HOUSE, OVERSEES PROPERTY MANAGER TO SOLICIT RENTERS, MANAGE THE HOME, DRAFT/SIGN LEASE, AND COLLECT RENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-18 |
| S66 | Uniform Combined State Law Examination | 2017-11-03 |
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