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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-20 |
| NY | RA | APPROVED | 2021-03-14 |
| TX | RA | APPROVED | 2019-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Financial Systems Inc. | Bethpage | NY | 04/1986 | 05/2019 |
| Total Financial Advisors, Llc | Bethpage | NY | 05/2007 | 05/2019 |
| United Capital Financial Advisors, Llc | Irving | TX | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-11-01 |
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