Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
United Capital Financial Partners, LLC See All Filings	D	2025-11-21 11:51:11 UTC
Amount To Be Raised $150,703,306 Associated Brokers / Dealers N/A CIK Number 0001372312 Filed Document 0001014108-25-000075 Exclusions or Exemptions 506b Accepted Date 2025-11-21 11:51:11 UTC Type of Offering D Industry Investing Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
United Capital Financial Partners, LLC See All Filings	D	2025-09-08 12:02:39 UTC
Amount To Be Raised $10,000,000 Associated Brokers / Dealers N/A CIK Number 0001372312 Filed Document 0001014108-25-000059 Exclusions or Exemptions 506b Accepted Date 2025-09-08 12:02:39 UTC Type of Offering D Industry Investing Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
United Capital Financial Partners, LLC See All Filings	D/A	2025-04-09 11:16:41 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001372312 Filed Document 0001014108-25-000036 Exclusions or Exemptions 506b Accepted Date 2025-04-09 11:16:41 UTC Type of Offering D/A Industry Investing Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
United Capital Financial Partners, LLC See All Filings	D	2025-03-14 15:32:36 UTC
Amount To Be Raised $27,750 Associated Brokers / Dealers N/A CIK Number 0001372312 Filed Document 0001014108-25-000027 Exclusions or Exemptions 506b Accepted Date 2025-03-14 15:32:36 UTC Type of Offering D Industry Investing Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
United Capital Financial Partners, LLC See All Filings	D	2024-04-29 20:30:18 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001372312 Filed Document 0001014108-24-000023 Exclusions or Exemptions 506b Accepted Date 2024-04-29 20:30:18 UTC Type of Offering D Industry Investing Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity