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Detailed Report
AUBREY MARIE PAGANELLI
AUBREY MARIE COOPER
CRD#: 6158953
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Investment Adviser
UNITED ADVISORS AMERICACRD#: 147350 290 S PRESTON ROAD
SUITE 220
PROSPER, TX 75078
Registration History
2014201620182020202220242026IAUNITED ADVISORS AMERICA (CRD# 147350)2013 - Present (12 years)
License(s)

State Registrations

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California 5/22/2024
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Minnesota 5/20/2024
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Florida 9/4/2019
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Ohio 5/21/2024
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Indiana 6/25/2024
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Pennsylvania 5/21/2024
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Kentucky 5/22/2024
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Texas 1/28/2013
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Louisiana 6/4/2024
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Washington 5/20/2024
Current Registration(s)
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UNITED ADVISORS AMERICA (CRD#:147350)
290 S PRESTON ROAD SUITE 220, PROSPER, TX 75078
Registered with this firm since 1/28/2013
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.