United Capital Financial Partners, LLC
Filings
3
Total offered
$10M
Total sold
$10M
Activity
2025-03-14
through 2025-09-08
through 2025-09-08
Contact info
ProLog in with a Pro subscription to look up an email or website for this issuer.
Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
-
UNITED CAPITAL FINANCIAL ADVISORS, LLC
high CRD 801-64376
-
CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148
-
FINANCIAL PARTNERS GROUP, LLC
medium CRD 801-77574
-
GRANITE FINANCIAL GROUP, LLC
medium CRD 801-78405
Form D filings (3)
-
0001014108-25-000059D · 2025-09-08 · InvestingOffering: $10,000,000Sold: $10,000,000
-
0001014108-25-000036D · 2025-04-09 · InvestingSold: $9,817,582
-
0001014108-25-000027D · 2025-03-14 · InvestingOffering: $27,750Sold: $27,750