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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-05-23 |
| NY | RA | APPROVED | 2021-03-14 |
Branch Locations
726 Exchange St Suite 912, Buffalo, NY 14210 • United States
374 Delaware Avenue Suite 105, Buffalo, NY 14202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 01/2012 | 10/2017 |
| United Capital Financial Advisors, Llc | Irving | TX | 01/2012 | Present |
1) I AM AN 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) JULIAN R & VARUE W OISHEI FOUNDATION; NON INVESTMENT RELATED; TREASURER/TRUSTEE. WILLIAMSVILLE, NEWYORK; NO COMPENSATION; 1 HR DEVOTED; 0 HRS DURING TRADING HOURS; REVIEW FINANCIAL REPORTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-01 |
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