United Capital Financial Partners, LLC — Form D
United Capital Financial Partners, LLC of IRVING, TX, a company, filed a Form D exempt-offering notice with the SEC on 2024-04-30. $9.8M was reported sold. Industry: Investing.
Offering
- Filed: 2024-04-30
- Form: D
- Accession: 0001014108-24-000023
- Industry: Investing
- Exemptions: 06b
- Amount sold: $9.8M
- Investors: 49
- Date of first sale: 2024-04-12
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-511901
Issuer
- Name: United Capital Financial Partners, LLC
- CIK: 0001372312
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2023
- Address: 125 E. JOHN CARPENTER FRWY, IRVING, TX, 75062
- Phone: 972-822-2055
Officers, directors & promoters (20)
| Name | Role | Location |
|---|
| Jim Rivers | Director | Irving, TX |
| Jim Rivers | Executive Officer | Irving, TX |
| Sonja Larimore | Executive Officer | Irving, TX |
| James Rivers | Executive Officer | Irving, TX |
| Robert Mlenek | Director | Bloomington, MN |
| Robert Mlenek | Executive Officer | Bloomington, MN |
| Marie Campion | Executive Officer | Irving, TX |
| Jonathan Seiler | Executive Officer | Irving, TX |
| Brian McDowell | Executive Officer | Austin, TX |
| Melroy Saldanha | Executive Officer | Irving, TX |
| Rob Mlenek | Director | Bloomington, MN |
| Rob Mlenek | Executive Officer | Bloomington, MN |
| Donald H Putnam | Director | Boston, MA |
| Frank C Meyer | Director | Newport Beach, CA |
| Robert W Doede | Director | Newport Beach, CA |
| Joseph J Duran | Director | Newport Beach, CA |
| Joseph J Duran | Executive Officer | Newport Beach, CA |
| Patrick M Bommarito | Director | Newport Beach, CA |
| Michael L Klowden | Director | Newport Beach, CA |
| Kenneth R Jensen | Director | Newport Beach, CA |
Other filings by this issuer (5)
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