# United Capital Financial Partners, LLC — Form D/A

United Capital Financial Partners, LLC of IRVING, TX, a company, filed a Form D amendment with the SEC on 2025-04-09. $9.8M was reported sold. Industry: Investing.

## Offering

- Filed: 2025-04-09
- Form: D/A
- Accession: 0001014108-25-000036
- 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 |
| --- | --- | --- |
| 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 |
| Jim Rivers | Director | Irving, TX |
| Jim Rivers | Executive Officer | Irving, TX |
| 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)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-11-21](https://search.stillhousedata.com/formd/0001014108-25-000075) | D | $150.7M | $150.7M |
| [2025-09-08](https://search.stillhousedata.com/formd/0001014108-25-000059) | D | $10.0M | $10.0M |
| [2025-03-14](https://search.stillhousedata.com/formd/0001014108-25-000027) | D | $28K | $28K |
| [2024-04-30](https://search.stillhousedata.com/formd/0001014108-24-000023) | D | — | $9.8M |
| [2009-08-21](https://search.stillhousedata.com/formd/0001372312-09-000010) | D | $15.0M | $15.0M |

## More

- [CIK 1372312 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1372312&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001014108-25-000036.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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