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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
Scotch Plains, NJ • United States
125 E John Carpenter Frwy Ste 1300, Irving, TX 75062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citrin Cooperman & Co. | New York | NY | 08/1981 | Present |
| Apexium Financial, Lp | Rye | NY | 10/2023 | 11/2025 |
| United Capital Financial Advisors, Llc | Irving | TX | 11/2025 | Present |
1. CITRIN COOPERMAN ADVISORS; NON-INVESTMENT RELATED; NEW YORK, NY; TAX ADVISORY SERVICES; ACCOUNTANT; AUG 1981; 160 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; ACCOUNTING AND TAX RELATED SERVICES. 2. EVALYN DUNN GALLERY INC; NON-INVESTEMENT RELATED; WESTFIELD, NJ; ART GALLERY AND FRAME SHOP; TREASURER; JAN 1993; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; MEDIA PRESENCE AND FINANCIAL RESPONSIBILITY 3. EJA REALTY ASSOCIATES LLC; NON-INVESTMENT RELATED; SCOTCH PLAINS, NJ; RENTAL PROPERTY; OCT 1999; 20 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; BOOKKEEPING AND TAX ADVISORY 4. MARIETTA COLLEGE; NON-INVESTMENT RELATED; MARIETTA, OH; LIBERAL ARTS COLLEGE; ADVISORY BOARD MEMBER; JAN 2026; 10 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; BOARD OF TRUSTEES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
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