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Uniting Wealth Partners CRD 332317
$935M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
1921 E. 37Th St Ste B, Odessa, TX 79762 • United States
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Odessa | TX | 01/2003 | 10/2024 |
| Raymond James Financial Services Advisors, Inc | Odessa | TX | 01/2009 | 10/2024 |
| Uniting Wealth Partners, Llc | Odessa | TX | 10/2024 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-04 |
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