Stephen R. Hurt

UNITING WEALTH PARTNERS

ODESSA, TX 79762

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CRD#: 1213403

Professional summary

Stephen Robinson Hurt, who also goes by Steve Hurt, is a registered financial advisor currently at UNITING WEALTH PARTNERS located in Odessa, Texas.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Stephen has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Hurt

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) Odemoco, LLC; Not investment-related; 1921 E 37th St, Suite B, Odessa, TX 79762; Payroll facilitation; Owner; Start date: 01/01/2023; LLC established for facilitating compensation to sales assistant; Less than 5% of time during the month. 2) 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 Stephen Robinson Hurt'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 15, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Odessa, TX

Past

January 4, 1999 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

Odessa, TX

Past

January 4, 1999 - October 15, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Odessa, TX

Past

May 19, 1997 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

February 22, 1994 - June 11, 1997

PRINCIPAL FINANCIAL SECURITIES,INC.

CRD#: 260

DALLAS, TX

Past

August 13, 1985 - January 22, 1994

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

December 21, 1983 - March 4, 1994

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

CRD#: 13642

HOUSTON, TX

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: 12/19/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/1983

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: 12/17/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/2/2012

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/1/2012

General Securities Sales Supervisor - Options Module 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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Advisor Monitoring

Firm Stability Insights

Stephen R. Hurt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Robinson Hurt's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

ROBERT THOMAS SECURITIES, INC

PRINCIPAL FINANCIAL SECURITIES,INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

Primary Firm SEC Registration

UNITING WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/1996

Series 63

Date: 11/18/1983

SIE

Date: 10/1/2018

Series 7

Date: 12/17/1983

Series 10

Date: 5/2/2012

Series 9

Date: 3/1/2012

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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