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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
NY RA APPROVED 2026-01-01
  • NY RA
    APPROVED
    Since 2026-01-01

Branch Locations

24 Union Avenue, Bethpage, NY 11714 • 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
Abercrombie & Fitch Garden City NY 03/2016 10/2016
J. Crew Garden City NY 10/2016 03/2017
Flynn Zito Capital Management Garden City NY 01/2017 05/2017
Morgan Stanley Garden City NY 07/2017 06/2018
Jp Morgan Chase Bank Lake Ronkonkoma NY 06/2018 11/2020
Unemployed Farmingdale NY 06/2017 07/2017
Jp Morgan Securities Llc Lake Ronkonkoma NY 06/2018 06/2021
Lpl Financial Llc Garden City NY 01/2017 05/2017
Jp Morgan Chase Bank Massapequa NY 11/2020 06/2021
United Capital Financial Advisors, Llc Irving TX 07/2021 Present
Lion Street Financial Bethpage NY 02/2024 11/2025
Integrity Alliance, Llc. Bethpage NY 11/2025 Present
  • 03/2016 → 10/2016
    Abercrombie & Fitch
    Garden City, NY
  • 10/2016 → 03/2017
    J. Crew
    Garden City, NY
  • 01/2017 → 05/2017
    Flynn Zito Capital Management
    Garden City, NY
  • 07/2017 → 06/2018
    Morgan Stanley
    Garden City, NY
  • 06/2018 → 11/2020
    Jp Morgan Chase Bank
    Lake Ronkonkoma, NY
  • 06/2017 → 07/2017
    Unemployed
    Farmingdale, NY
  • 06/2018 → 06/2021
    Jp Morgan Securities Llc
    Lake Ronkonkoma, NY
  • 01/2017 → 05/2017
    Lpl Financial Llc
    Garden City, NY
  • 11/2020 → 06/2021
    Jp Morgan Chase Bank
    Massapequa, NY
  • 07/2021 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
  • 02/2024 → 11/2025
    Lion Street Financial
    Bethpage, NY
  • 11/2025 → Present
    Integrity Alliance, Llc.
    Bethpage, NY
Other Businesses

1) UNITED CAPITAL FINANCIAL ADVISORS, LLC; POSITION: EMPLOYEE; NATURE: INVESTMENT MANAGEMENT AND FINANCIAL PLANNING; INVESTMENT RELATED: YES; NUMBER OF HOURS: 160; SECURITIES TRADING HOURS: 160; START DATE: 07/05/2021; ADDRESS: 24 UNION AVE, BETHPAGE, NY 11714, USA; DESCRIPTION: PROVIDES SUPPORT ADVISORS; SERVES AS LIASION FOR DESIGNATED CLIENTS. 2) REGISTERED REPRESENTATIVE AND INDEPENDENT CONTRACTOR OF INTEGRITY ALLIANCE, LLC. ("INTEGRITY ALLIANCE"), A REGISTERED BROKER-DEALER, MEMBER FINRA & SIPC. INTEGRITY WEALTH IS A MARKETING NAME FOR INTEGRITY ALLIANCE. UNITED CAPITAL IS NOT AFFILIATED WITH INTEGRITY WEALTH. WHEN ACTING IN THE CAPACITY OF A REGISTERED REPRESENTIVE, COMPENSATION MAY BE GENERATED FROM COMMISSIONS AND SUCH COMPENSATION MAY VARY. THIS GIVES AN INCENTIVE TO RECOMMEND INVESTMENT PRODUCTS BASED ON THE COMPENSATION RECEIVED RATHER THAN ON THE CLIENT'S NEEDS. CLIENTS ARE UNDER NO OBLIGATION TO CONDUCT BROKERAGE BUSINESS THROUGH THE ASSOCIATION WITH INTEGRITY WEALTH. WHEN ACTING IN AN ADVISORY CAPACITY UNDER UNITED CAPITAL, THERE IS A FIDUCIARY OBLIGATION TO ACT IN THE CLIENT'S BEST INTEREST.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
S63 Uniform Securities Agent State Law Examination 2018-11-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29
  • S63 Uniform Securities Agent State Law Examination
    2018-11-15
Other Names
  • Zain Rahman

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