Unclaimed Profile

Darin Patrick Pope

UNITED ADVISORS, LLC·BOCA RATON, Florida

SIE, Series 6, Series 6TO, Series 7, Series 24, Series 52, Series 53, Series 63, Series 65CFP CFA25 years registeredUNITED ADVISORS, LLC

5000 T-REX AVE, BOCA RATON, FL 33431CRD# 1894306Firm CRD# 133668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Darin Patrick Pope · BOCA RATON, FL

Registration

CRD #1894306 · UNITED ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Apr 2025 – present

B. RILEY WEALTH ADVISORS, INC.

Sep 2020 – May 2025

RYE, NH

UNITED ADVISORS

Feb 2005 – Sep 2020

NEW YORK, NY

WACHOVIA SECURITIES, LLC

Apr 2004 – Jan 2005

COLCHESTER, VT

MCDONALD INVESTMENTS INC.

Jan 2001 – Feb 2004

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 24

Series 52

Series 53

Series 63

Series 65

Registration record

First registered · January 1, 2001

Years registered · 25

Professional designations · CFP, CFA

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

UNITED ADVISORS, LLC

CRD 133668 · SEC 801-66754

AUM

$71M

Regulatory assets under management

Employees

508 client accounts

Services offered by UNITED ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UNITED ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Darin Patrick Pope offer?

Darin Patrick Pope specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Darin Patrick Pope's credentials?

Darin Patrick Pope holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Darin Patrick Pope located?

Darin Patrick Pope is based in BOCA RATON, Florida, working with UNITED ADVISORS, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Darin Patrick Pope charge for services?

Darin Patrick Pope's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED ADVISORS, LLC?

UNITED ADVISORS, LLC has approximately 5 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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