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SEC Form D · Amendment · filed April 9, 2025

United Capital Financial Partners, LLC

Offering
Sold
$9.8M
Exemption
Rule 506(b)
Industry
Investing
Location
IRVING, TX
Type

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (3)

Rob Mlenek · Bloomington, MNExec · DirectorRob Mlenek · Bloomington, MNExec · DirectorDan Adams · Boston, MAExec · Director

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗