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RIA / WealthAdvisorCertified Financial Planner28 years in industry

TERRI BOLDEN WARD

Advisor at UNITED CAPITAL FINANCIAL ADVISORS

BRENTWOOD, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 20, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Nov 11, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 11, 1997
First registration: Feb 20, 2004
Dual registered: no
Other names: TERRI MARIE BOLDEN
IAPD individual key: 2963015

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Feb 5, 2015	n/a	yes	BRENTWOOD, TN	Current employment
RICHLAND ADVISORY	Former SEC adviser	Aug 5, 2013	Dec 31, 2015	no	BRENTWOOD, TN	Previous registration
TRUSTCORE FINANCIAL SERVICES, LLC	Former SEC adviser	Jan 31, 2005	Aug 5, 2013	no	BRENTWOOD, TN\|BRENTWOOD, TN	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Feb 20, 2004	Jan 3, 2005	no	NASHVILLE, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RICHLAND ADVISORY	UNITED CAPITAL FINANCIAL ADVISORS	Dec 31, 2015	Feb 5, 2015	-329	Firm change after gap	Other
TRUSTCORE FINANCIAL SERVICES, LLC	RICHLAND ADVISORY	Aug 5, 2013	Aug 5, 2013	0	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	TRUSTCORE FINANCIAL SERVICES, LLC	Jan 3, 2005	Jan 31, 2005	28	Firm change	Other

Relationships

Registered with (4)

→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: current employment
Feb 5, 2015 to presentfactForm ADV
→ RICHLAND ADVISORYRegistered adviserregistration: previous registration
Aug 5, 2013 to Dec 31, 2015factForm ADV
→ TRUSTCORE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 31, 2005 to Aug 5, 2013factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 20, 2004 to Jan 3, 2005factForm ADV

Dated events

No dated event names this entity yet.