Peter Mallouk Trust Dtd 07/17/2002 is listed as Stockholder at United Capital Financial Advisors, LLC in Irving, TX. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of United Capital Financial Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Peter Mallouk Trust Dtd 07/17/2002 work?
Peter Mallouk Trust Dtd 07/17/2002 is listed as Stockholder at United Capital Financial Advisors, LLC on SEC Form ADV.
How much of United Capital Financial Advisors, LLC does Peter Mallouk Trust Dtd 07/17/2002 own?
Form ADV reports a beneficial ownership band of 50-75%.