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SEC Form D · filed November 21, 2025

United Capital Financial Partners, LLC

Offering
$150.7M
Sold
$150.7M
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 (20)

Marie Campion · Irving, TXExecSonja Larimore · Irving, TXExecBrian Mcdowell · Irving, TXExecMelroy Saldanha · Irving, TXExecJames Rivers · Irving, TXExecJonathan Seiler · Irving, TXExecRobert Mlenek · Bloomington, MNExec · DirectorJames Rivers · Irving, TXExecMarie Campion · Irving, TXExecSonja Larimore · Irving, TXExecMelroy Saldanha · Irving, TXExecJonathan Seiler · Irving, TXExecBrian Mcdowell · Irving, TXExecWilliam O. White · BALTIMORE, MDExecSteve Vasas · Colorado Springs, COExecEric Comeau · Colorado Springs, COExecTony Bettis · Colorado Springs, COExecJohn Howell · New York, NYExecDierk Flemming · Arlington, VAExecRobert Mlenek · Bloomington, MNExec · Director

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