0001014108-25-000059.txt : 20250908 0001014108-25-000059.hdr.sgml : 20250908 20250908120239 ACCESSION NUMBER: 0001014108-25-000059 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20250908 DATE AS OF CHANGE: 20250908 EFFECTIVENESS DATE: 20250908 FILER: COMPANY DATA: COMPANY CONFORMED NAME: United Capital Financial Partners, LLC CENTRAL INDEX KEY: 0001372312 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-556908 FILM NUMBER: 251299206 BUSINESS ADDRESS: STREET 1: 125 E. JOHN CARPENTER FRWY STREET 2: SUITE 1300 CITY: IRVING STATE: TX ZIP: 75062 BUSINESS PHONE: 972-822-2055 MAIL ADDRESS: STREET 1: 125 E. JOHN CARPENTER FRWY STREET 2: SUITE 1300 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 1300 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 Rob Mlenek 3800 American Blvd W #1000 Bloomington MN MINNESOTA 55425 Executive Officer Director Chief Financial Officer of United Capital Financial Partners, LLC James Rivers 125 E. John Carpenter Frwy Suite 1300 Irving TX TEXAS 75062 Executive Officer President of United Capital Financial Partners, LLC Marie Campion 125 E. John Carpenter Frwy Suite 1300 Irving TX TEXAS 75062 Executive Officer Chief People Officer of United Capital Financial Partners, LLC Sonja Larimore 125 E. John Carpenter Frwy Suite 1300 Irving TX TEXAS 75062 Executive Officer Chief Compliance Officer of United Capital Financial Partners, LLC Melroy Saldanha 125 E. John Carpenter Frwy Suite 1300 Irving TX TEXAS 75062 Executive Officer Chief Technology Officer of United Capital Financial Partners, LLC Jonathan Seiler 125 E. John Carpenter Frwy Suite 1300 Irving TX TEXAS 75062 Executive Officer Head of Operations of United Capital Financial Partners, LLC Brian McDowell 125 E. John Carpenter Frwy Suite 1300 Irving TX TEXAS 75062 Executive Officer Chief Investment Officer of United Capital Financial Partners, LLC Investing Decline to Disclose 06b false 2025-08-22 false true true 250000 10000000 10000000 0 false 4 0 0 0 false United Capital Financial Partners, LLC /s/ Rob Mlenek Rob Mlenek Chief Financial Officer of United Capital Financial Partners 2025-09-08