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Mjg Irrevocable Trust Dtd 01/01/2014

StockholderUnited Capital Financial Advisors, LLC

About Mjg Irrevocable Trust Dtd 01/01/2014

Mjg Irrevocable Trust Dtd 01/01/2014 is listed as Stockholder at United Capital Financial Advisors, LLC in Irving, TX. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of United Capital Financial Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Mjg Irrevocable Trust Dtd 01/01/2014 work?

Mjg Irrevocable Trust Dtd 01/01/2014 is listed as Stockholder at United Capital Financial Advisors, LLC on SEC Form ADV.

How much of United Capital Financial Advisors, LLC does Mjg Irrevocable Trust Dtd 01/01/2014 own?

Form ADV reports a beneficial ownership band of 25-50%.

United Capital Financial Advisors, LLC

TitleStockholder
Ownership25-50%
Control personYes
Since2020