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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-06 |
| CA | RA | APPROVED | 2014-12-10 |
Branch Locations
900 Larkspur Landing Circle Ste 209, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 12/2014 | Present |
1. MEMBER ON THE BOARD OF DIRECTORS AND TREASURER AT RAYNER FOUNDATION, A NON-PROFIT. SAN RAFAEL, CA. ORGANIZATION; NON- INVESTMENT-RELATED ACTIVITY. NOVEMBER 2004. ONE HOUR PER MONTH. DUTIES INCLUDE HAVING OVERSIGHT FOR THE ENTITY'S INVESTMENTS. 2. EXECUTOR; INVESTMENT RELATED; SAN RAFAEL, CA; EXECUTOR OF CLIENT ESTATE; EXECUTOR; SEPTEMBER 2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; DUTIES INCLUDE FINANCIAL RESPONSIBILITY AND CONTROL OF BROKERAGE ACCOUNT.
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