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Sandra Lee Fey-Sutton

United Capital Financial Advisors

Bozeman, MT

Seattle, WA

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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
MT RA APPROVED 2024-03-28
WA RA APPROVED 2012-12-19
  • MT RA
    APPROVED
    Since 2024-03-28
  • WA RA
    APPROVED
    Since 2012-12-19

Branch Locations

Bozeman, MT • United States

601 Union Street Ste 5301, Seattle, WA 98101 • 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
United Capital Financial Advisors, Llc Irving TX 12/2012 Present
  • 12/2012 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
  • 2010-09-03 → 2013-04-01
    Paragon Investment Management Inc
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-02
S63 Uniform Securities Agent State Law Examination 1986-02-28
  • S65 Uniform Investment Adviser Law Examination
    2010-09-02
  • S63 Uniform Securities Agent State Law Examination
    1986-02-28
Other Names
  • Sandy Lee Fey
  • Sandra L. Fey-Sutton
  • Sandra Lee Sutton
  • Sandra L.F. Sutton
  • Sandra L. F. Sutton

View on SEC IAPD

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