United Capital Financial Partners, LLC

Form D Filings

Location
Irving, TX
Industry Group
Investing
Entity Type
Limited Liability Company
CIK
0001372312
Previous Names
United Capital Financial Partners, LLC, United Capital Financial Partners Inc.
All SEC Filings
View on sec.gov
Date Filed Security Types Amount Sold Diff Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link
4/9/2025 Equity $0 $9,817,582 Indefinite Indefinite 4/12/2024 4/9/2025 D/A 000101410825000036
3/14/2025 Equity $27,750 $27,750 $27,750 $0 3/1/2025 3/14/2025 D 000101410825000027
4/29/2024 Equity $9,817,582 $9,817,582 Indefinite Indefinite 4/12/2024 4/29/2024 D 000101410824000023
8/21/2009 Equity, Option to Acquire, Security to be Acquired $15,000,013 $15,000,013 $15,000,013 $0 8/12/2009 8/21/2009 D 000137231209000010