United Advisors America Corporation

United Advisors America Corporation is a Delaware-based firm that primarily employs 28 advisory professionals to serve its 125 clients. Established in 2018, the firm is currently approved by the U.S. Securities and Exchange Commission and has a total of 29 employees.

• FOLLETT FINANCIAL HOLDINGS, LLC

  DIRECT OWNER owns 75% or more

• RICHARD LYNN FOLLETT

  VICE PRESIDENT AND SECRETARY owns less than 5%

• RICHARD LYNN FOLLETT

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RICHARD LYNN FOLLETT

  PRESIDENT owns less than 5%

• AUBREY MARIE PAGANELLI

  CHIEF COMPLIANCE OFFICER owns less than 5%

• BEAU R FOLLETT

  MEMBER owns more than 25% but less than 50%

• JAMES KEVIN BOYLES

  MEMBER owns more than 25% but less than 50%

• RICHARD L FOLLETT

  MEMBER owns more than 25% but less than 50%

• RICHARD LYNN FOLLETT

  MEMBER owns more than 25% but less than 50%

• Quadcap Wealth Management LLC
• Fulcrum Equity Management LLC
• CDK Realty Advisors LP
• BBAE Advisors LLC
• Impact Shares Corp