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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2010-09-09 |
Branch Locations
5350 Poplar Ave Suite 310, Memphis, TN 38120 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Adviseors, Llc | Irving | TX | 09/2010 | Present |
| Girard Securities, Inc. | San Diego | CA | 12/2011 | 02/2020 |
| Goldman Sachs & Co. | Memphis | TN | 12/2009 | 11/2023 |
1. LIFE & DISABILITY INSURANCE SALES AT UNITED CAPITAL FINANCIAL ADVISERS; INVESTMENT RELATED; MARCH 1986;. APPROX. 1 HR. PER MONTH.;NASHVILLE, TN; REFER CLIENTS TO ALTERNATIVE INVESTMENT STRATEGIES, HEDGE FUNDS. 2. AUTHOR; NON INVESTMENT-RELATED; ASHEBORO, NC; BOOK AUTHOR; MARCH 2026; 0 HOURS/MONTH; 0 HOURS/SECURINTIES TRADING HOURS; CONTRIBUTING AUTHOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-27 |
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