0001014108-24-000023.txt : 20240430 0001014108-24-000023.hdr.sgml : 20240430 20240429203018 ACCESSION NUMBER: 0001014108-24-000023 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240430 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: United Capital Financial Partners, LLC CENTRAL INDEX KEY: 0001372312 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-511901 FILM NUMBER: 24893595 BUSINESS ADDRESS: STREET 1: 125 E. JOHN CARPENTER FRWY STREET 2: SUITE 1200 CITY: IRVING STATE: TX ZIP: 75062 BUSINESS PHONE: 972-822-2055 MAIL ADDRESS: STREET 1: 125 E. JOHN CARPENTER FRWY STREET 2: SUITE 1200 CITY: IRVING STATE: TX ZIP: 75062 FORMER COMPANY: FORMER CONFORMED NAME: UNITED CAPITAL FINANCIAL PARTNERS, LLC DATE OF NAME CHANGE: 20231114 FORMER COMPANY: FORMER CONFORMED NAME: United Capital Financial Partners, Inc DATE OF NAME CHANGE: 20110516 FORMER COMPANY: FORMER CONFORMED NAME: United Capital Financial Partners, LLC DATE OF NAME CHANGE: 20110516 D 1 primary_doc.xml X0708 D LIVE 0001372312 United Capital Financial Partners, LLC 125 E. JOHN CARPENTER FRWY SUITE 1200 IRVING TX TEXAS 75062 972-822-2055 DELAWARE UNITED CAPITAL FINANCIAL PARTNERS, LLC United Capital Financial Partners, Inc United Capital Financial Partners, LLC Limited Liability Company true 2023 Jim Rivers 125 E. John Carpenter Frwy Suite 1200 Irving TX TEXAS 75062 Executive Officer Director Rob Mlenek 3800 American Blvd W #1000 Bloomington MN MINNESOTA 55425 Executive Officer Director Investing Decline to Disclose 06b false 2024-04-12 true true false 0 Indefinite 9817582 Indefinite false 49 0 0 0 false United Capital Financial Partners, LLC Jim Rivers Jim Rivers President 2024-04-29