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Joshua D Durant

United Capital Financial Advisors

Albuquerque, NM

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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
NM RA APPROVED 2024-06-17
  • NM RA
    APPROVED
    Since 2024-06-17

Branch Locations

6565 Americas Parkway Ne Ste 810, Albuquerque, NM 87110 • 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
Charles Schwab & Co., Inc. Westlake TX 11/2017 04/2024
Enterprise Rent A Car Lewisville TX 07/2017 10/2017
Lsa Burger Denton TX 07/2016 07/2017
Student Denton TX 08/2013 05/2017
United Capital Financial Advisors, Llc Irving TX 04/2024 Present
  • 11/2017 → 04/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 07/2017 → 10/2017
    Enterprise Rent A Car
    Lewisville, TX
  • 07/2016 → 07/2017
    Lsa Burger
    Denton, TX
  • 08/2013 → 05/2017
    Student
    Denton, TX
  • 04/2024 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-14
S63 Uniform Securities Agent State Law Examination 2018-07-27
  • S65 Uniform Investment Adviser Law Examination
    2024-06-14
  • S63 Uniform Securities Agent State Law Examination
    2018-07-27
Other Names
  • Josh Durant

View on SEC IAPD

Other Firms

AAN WEALTH ADVISORS LLC
DXD CAPITAL
ALLWORTH FINANCIAL, L.P.
EDWARD JONES
ZANETTI FINANCIAL, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Other Investors

SUSAN MARIE MORRISON
DONALD AUSTIN MCDANIEL
KIRK RANDOLPH HUDSON
MATTHEW DAVID KELLER
Michelle Lea Phillips
Matthew John Ports
Jean-Marc D Grindatto
GREGORY JOSEPH ZANETTI

Other Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM
EDWARD JONES · ALBUQUERQUE, NM
ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM
AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM
LPL FINANCIAL LLC · ALBUQUERQUE, NM

More in Albuquerque, NM

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