| Entity Name: | UNITED CAPITAL FINANCIAL ADVISERS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 01 Oct 2009 (Companies founded in October 2009) |
| Business ALEI: | 0984607 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 125 E. John Carpenter Fwy, Irving, TX, 75062, United States |
| Mailing address: | 125 E. John Carpenter Fwy, Suite 1200, Irving, TX, United States, 75062 |
| Mailing jurisdiction address: | 251 LITTLE FALLS DR, WILMINGTON, DE, 19808, |
| Office jurisdiction address: | 251 LITTLE FALLS DR, WILMINGTON, DE, 19808, United States |
| Place of Formation: | DELAWARE |
| E-Mail: | Compliancemail@cscinfo.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address |
|---|---|---|
| UNITED CAPITAL FINANCIAL PARTNERS, INC. | Officer | 125 E. John Carpenter Fwy, Irving, TX, 75062, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012200354 | 2024-03-19 | No data | Annual Report | Annual Report | No data |
| BF-0011179639 | 2023-03-24 | No data | Annual Report | Annual Report | No data |
| BF-0010334630 | 2022-04-01 | No data | Annual Report | Annual Report | 2022 |
| BF-0010465443 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007245878 | 2021-03-19 | No data | Annual Report | Annual Report | 2021 |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006761530 | 2020-02-19 | No data | Annual Report | Annual Report | 2020 |
| 0006455511 | 2019-03-12 | No data | Annual Report | Annual Report | 2019 |
| 0006106080 | 2018-03-05 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
