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John William Mckissick

United Capital Financial Advisors

Elkhart, IN

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-07-05
  • IN RA
    APPROVED
    Since 2017-07-05

Branch Locations

300 Nibco Parkway, Elkhart, IN 46516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Wealth Advisors Elkhart IN 07/2013 06/2017
United Capital Financial Advisors Irving CA 06/2017 Present
Previous Registrations
  • 2013-07-16 → 2017-12-31
    Compass Wealth Advisors, Llc
    Elkhart, IN
  • 2012-06-04 → 2013-05-17
    Cuso Financial Services, L.P.
    Buchanan, MI
  • 2011-09-02 → 2012-05-31
    Laporte, IN
    Mishawaka, IN
    South Bend, IN
    Elkhart, IN
  • 2011-03-11 → 2011-09-07
    Granger, IN
    Granger, IN
    San Diego, CA
Other Businesses

1.RENTAL PROPERTY; INVESTMENT RELATED; LOCATED IN ELKHART, IN; REAL ESTATE COMPANY; OWNER AND MANAGER; START DATE JANUARY 2017; 2 HOUR PER MONTH; NO TIME DURING TRADING HOURS; DUTIES INCLUDE OPERATING AND MANAGING REAL ESTATE PROPERTY. 2. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-10
S63 Uniform Securities Agent State Law Examination 1983-05-20
  • S66 Uniform Combined State Law Examination
    2011-03-10
  • S63 Uniform Securities Agent State Law Examination
    1983-05-20
Designations
Other Names
  • Jack William Mckissick

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