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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)

Brian Mcdowell · Irving, TXExecJonathan Seiler · Irving, TXExecMelroy Saldanha · Irving, TXExecSonja Larimore · Irving, TXExecMarie Campion · Irving, TXExecJames Rivers · Irving, TXExecRob Mlenek · Bloomington, MNExec · DirectorSonja Larimore · Irving, TXExecJonathan Seiler · Irving, TXExecBrian Mcdowell · Irving, TXExecMelroy Saldanha · Irving, TXExecJames Rivers · Irving, TXExecMarie Campion · Irving, TXExecRob Mlenek · Bloomington, MNExec · DirectorDan Adams · Boston, MAExec · DirectorSteve Vasas · Colorado Springs, COExecWilliam O. White · BALTIMORE, MDExecEric Comeau · Colorado Springs, COExecTony Bettis · Colorado Springs, COExecJohn Howell · New York, NYExecDierk Flemming · Arlington, VAExec

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