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SEC Form D · filed September 8, 2025

United Capital Financial Partners, LLC

Offering
$10.0M
Sold
$10.0M
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 (21)

Eric Comeau · Colorado Springs, COExecWilliam O. White · BALTIMORE, MDExecDan Adams · Boston, MAExec · DirectorSonja Larimore · Irving, TXExecJames Rivers · Irving, TXExecSonja Larimore · Irving, TXExecJohn Howell · New York, NYExecDierk Flemming · Arlington, VAExecJames Rivers · Irving, TXExecMarie Campion · Irving, TXExecRob Mlenek · Bloomington, MNExec · DirectorMelroy Saldanha · Irving, TXExecJonathan Seiler · Irving, TXExecBrian Mcdowell · Irving, TXExecSteve Vasas · Colorado Springs, COExecJonathan Seiler · Irving, TXExecRob Mlenek · Bloomington, MNExec · DirectorMelroy Saldanha · Irving, TXExecTony Bettis · Colorado Springs, COExecMarie Campion · Irving, TXExecBrian Mcdowell · Irving, TXExec

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