DFX Intelligence
Advisors
Advisors registered through United Capital Financial AdvisorsAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
165 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Michael-Alexander Benjamin Ufkes | United Capital Financial Advisors independent RIA | Los Angeles, Ca | Aug 22, 2025 | 10 y | 2 | 3 |
| Dana Ann Underwood | United Capital Financial Advisors independent RIA | Ann Arbor, Mi | Nov 14, 2016 | 16 y | 1 | 1 |
| Matthew Versage Certified Financial Planner | United Capital Financial Advisors independent RIA | New York, Ny | Jan 6, 2026 | 15 y | 0 | 3 |
| C••••••••• V••••••• | U••••• C•••••• F•••••••• A••••••• independent RIA | Fort Collins, Co | Aug 8, 2017 | 18 y | 2 | 1 |
| P••••••• R• V••••• | U••••• C•••••• F•••••••• A••••••• independent RIA | Bethpage, Ny | Mar 30, 2021 | 27 y | 1 | 1 |
| W•••••• W••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | U••••• C•••••• F•••••••• A••••••• independent RIA | Langhorne, Pa | Jun 20, 2018 | 15 y | 2 | 1 |
| M••••• J• W•• | U••••• C•••••• F•••••••• A••••••• independent RIA | San Diego, Ca | Jan 1, 2025 | 11 y | 0 | 1 |
| T•••• B••••• W••• Certified Financial Planner | U••••• C•••••• F•••••••• A••••••• independent RIA | Brentwood, Tn | Feb 5, 2015 | 28 y | 3 | 1 |
| J••• A••••• W••••••••• Certified Financial Planner | U••••• C•••••• F•••••••• A••••••• independent RIA | Fort Collins, Co | Jun 20, 2016 | 10 y | 0 | 2 |
| J•••• K•• W•••••• | U••••• C•••••• F•••••••• A••••••• independent RIA | Pensacola, Fl | Dec 3, 2025 | 30 y | 2 | 2 |
| J••••• W••••••• Certified Financial Planner | U••••• C•••••• F•••••••• A••••••• independent RIA | Winchester, Va | Jun 18, 2018 | 10 y | 0 | 1 |
| D•••• W• W•••• | U••••• C•••••• F•••••••• A••••••• independent RIA | Indianapolis, In | May 15, 2015 | 24 y | 3 | 1 |
| A••••• S•••• W••• | U••••• C•••••• F•••••••• A••••••• independent RIA | Modesto, Ca | Oct 30, 2015 | 13 y | 0 | 1 |
| C•••••• T••••• Y••• Certified Financial Planner, Chartered Financial Analyst | U••••• C•••••• F•••••••• A••••••• independent RIA | Reston, Va | Mar 6, 2024 | 21 y | 1 | 1 |
| S••••• L• Z•••••• | U••••• C•••••• F•••••••• A••••••• independent RIA | Honolulu, Hi | Jan 14, 2025 | 31 y | 2 | 3 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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