Ledger.Open graph →
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)

Robert Mlenek · Bloomington, MNExec · DirectorEric Comeau · Colorado Springs, COExecWilliam O. White · BALTIMORE, MDExecRobert Mlenek · Bloomington, MNExec · DirectorSonja Larimore · Irving, TXExecJames Rivers · Irving, TXExecSonja Larimore · Irving, TXExecJohn Howell · New York, NYExecDierk Flemming · Arlington, VAExecJames Rivers · Irving, TXExecMarie Campion · Irving, TXExecMelroy Saldanha · Irving, TXExecJonathan Seiler · Irving, TXExecBrian Mcdowell · Irving, TXExecSteve Vasas · Colorado Springs, COExecJonathan Seiler · Irving, TXExecMelroy Saldanha · Irving, TXExecTony Bettis · Colorado Springs, COExecMarie Campion · Irving, TXExecBrian Mcdowell · Irving, TXExec

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