This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

UNITED CAPITAL FINANCIAL ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 24, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Chartered Financial Analyst

Exams

S63

First exam

Feb 24, 2006

First registration

Oct 10, 2008

Dual registered

no

Other names

LISA MARIE FOSTER|ELIZABETH MARIE FOSTER|ELIZABETH MARIE SCHWINGHAMMER

IAPD individual key

2408351

Graph

RIA / Wealth Management

Canonical id

dfx:ria:448a5d7d-79ab-3368-829b-6b1e93185b4e

First observed

Oct 10, 2008

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.