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J•••• F•••••• R•••••
- Title
- Presidentreportedunitedcapitalwealth.comfirm site, Sep 15, 2026
- Professional profile
- ••• Lockedreportedunitedcapitalwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- U••••• C•••••• F•••••••• A••••••• independent RIA currentsince Oct 6, 2020 · Newport Beach, Ca
- G•••••• S•••• W••••• S•••••••• L••• BD affiliatedMar 3, 2014 to Oct 6, 2020 · Irvine, Ca
- G•••••• S•••• W••••• S•••••••• L••• BD affiliatedNov 2, 2007 to Jan 16, 2013 · Parsippany, Nj
- G•••••• S•••• W••••• S•••••••• L••• to U••••• C•••••• F•••••••• A•••••••left Oct 6, 2020, registered Oct 6, 2020 (0 days) · Affiliated broker-dealer or bank to another
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address