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Current Employers
United Capital Management Of Kansas, Inc.

227 North Santa Fe, Salina, KS 67401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-02
KS RA APPROVED 2025-09-02
  • CO RA
    APPROVED
    Since 2025-09-02
  • KS RA
    APPROVED
    Since 2025-09-02

Branch Locations

227 North Santa Fe, Salina, KS 67401 • United States

Silverthorne, CO • 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
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2022
Fidelity Investments Denver CO 11/2008 01/2022
First Western Trust Denver CO 05/2022 08/2024
United Capital Management Of Kansas, Inc. Salina KS 08/2025 Present
N/A Denver CO 01/2022 05/2022
N/A Denver CO 08/2024 08/2025
Fidelity Brokerage Services Llc Jacksonville FL 11/2008 01/2022
  • 07/2018 → 01/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 11/2008 → 01/2022
    Fidelity Investments
    Denver, CO
  • 05/2022 → 08/2024
    First Western Trust
    Denver, CO
  • 08/2025 → Present
    Salina, KS
  • 01/2022 → 05/2022
    N/A
    Denver, CO
  • 08/2024 → 08/2025
    N/A
    Denver, CO
  • 11/2008 → 01/2022
    Fidelity Brokerage Services Llc
    Jacksonville, FL
Previous Registrations
  • 2018-07-13 → 2022-02-04
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2010-10-06 → 2018-07-13
    Jacksonville, FL
    Greenwood Village, CO
Other Businesses

1. Org Name:Schafer Vacation Rentals | Org Addr:Silverthorne, CO, US | Nature of Bus:Home and Auto Rentals | Invst Rel:Y | Title:CEO | Duties:Creating an online listing for AirBnb, VRBO, and TURO and renting out my house and auto. | Start Dt:12/26/2016 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-05
S63 Uniform Securities Agent State Law Examination 2009-01-29
  • S66 Uniform Combined State Law Examination
    2010-10-05
  • S63 Uniform Securities Agent State Law Examination
    2009-01-29
Designations

View on SEC IAPD

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