Karen K. Mcintyre

UNITING WEALTH PARTNERS

ODESSA, TX 79762

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CRD#: 1029663

Professional summary

Karen Kathleen Mcintyre, who also goes by Karen Kathleen Billingslea, Kathy Mcintyre, is a registered financial advisor currently at UNITING WEALTH PARTNERS located in Odessa, Texas.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Karen has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karen Kathleen Billingslea | Kathy Mcintyre

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Kathleen Mcintyre's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 28, 2024 - Present

UNITING WEALTH PARTNERS

Office #1: 1921 E. 37th St Ste B, Odessa, TX 79762

RIA

CRD#: 332317

ODESSA, TX

Past

January 2, 2009 - October 9, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Odessa, TX

Past

September 10, 2007 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

Odessa, TX

Past

January 7, 2003 - October 9, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Odessa, TX

Past

May 3, 1996 - January 13, 2003

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

March 31, 1992 - May 3, 1996

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

March 17, 1989 - June 15, 1992

DERAND/PENNINGTON/BASS, INC.

CRD#: 4679

Past

December 6, 1988 - March 17, 1989

PENNINGTON/BASS EQUITIES, INC.

CRD#: 13765

Past

January 21, 1987 - December 3, 1988

SOURCE SECURITIES, INC.

CRD#: 8026

Past

April 8, 1982 - February 3, 1987

G. R. PHELPS & CO., INC.

CRD#: 173

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UNITING WEALTH PARTNERS

UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC

CRD#: 332317 / SEC#: 801-131215

RIA

Registered Investment Advisory firm - (9/27/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/4/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/1/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/6/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/6/2000

General Securities Principal Examination

Current Firm

UNITING WEALTH PARTNERS

UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC

CRD#: 332317 / SEC#: 801-131215

RIA

Registered Investment Advisory firm - (9/27/2024 Approved)

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Contact information

Main Address

240 Saint Paul Street Suite 300, Denver, CO 80206

Mailing Address

Phone number

(479) 364-0686

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UWP ADV 2A (8/20/2025)

Regulatory assets under management

Total Number of Accounts	1,334
AUM (Assets Under Management)	$ 544,715,574

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Karen K. Mcintyre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Kathleen Mcintyre's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

SUNAMERICA SECURITIES, INC.

IFG NETWORK SECURITIES, INC.

DERAND/PENNINGTON/BASS, INC.

PENNINGTON/BASS EQUITIES, INC.

SOURCE SECURITIES, INC.

G. R. PHELPS & CO., INC.

Primary Firm SEC Registration

UNITING WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/1999

Series 63

Date: 12/4/1982

SIE

Date: 10/1/2018

Series 7

Date: 1/11/1999

Series 22

Date: 12/1/1984

Series 6

Date: 3/6/1982

Series 24

Date: 7/6/2000

Current Firm

UNITING WEALTH PARTNERS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNITING WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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