Gregory Pitts has been an investment adviser representative at United Advisors America since September 2014, and is not listed among the firm’s executive officers or direct owners.
United Advisors America Corporation is a Prosper, TX firm with $447M under management, 2,809 clients and 24 advisers in one office, as of its August 2026 filing.
Gregory Pitts’ longest registration is the current one, 12 years at United Advisors America since 2014. Before joining United Advisors America in 2014, Gregory Pitts was registered through Cla USA Advisory Group, LLC.
- United Advisors AmericaCurrent– present · 12 yearsOwasso, OK · Adviser representative · Firm CRD 147350
- Cla USA Advisory Group, LLC– · under a yearBroken Arrow, OK · Adviser representative · Firm CRD 167696
Investment adviser representative registrations
Gregory Pitts is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from September 2014; the most recent are Arkansas and Texas, in May 2024.
- ArkansasSince 22 May 2024
- KansasSince 20 May 2024
- MissouriSince 20 May 2024
- OklahomaSince 5 September 2014
- TexasResidentSince 22 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 April 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 April 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Jay Pitts
- CRD
- 4165410
- Firm
- United Advisors America · CRD 147350
- Office
- Owasso, OK
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Pitts work?
Gregory Pitts is an investment adviser representative registered through United Advisors America Corporation since September 2014, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Pitts a financial advisor?
Yes. Gregory Pitts has a current investment-adviser registration in Arkansas, Kansas, Missouri, Oklahoma and Texas, through United Advisors America since September 2014.
How many years of experience does Gregory Pitts have?
Gregory Pitts has 12 years in the financial industry, since August 2014, across 2 adviser firms.
What exams has Gregory Pitts passed?
Gregory Pitts has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2000.
Where is Gregory Pitts based?
Gregory Pitts’ registered office is in Owasso, OK.
Is Gregory Pitts registered with FINRA?
No. Gregory Pitts has no current broker registration.
How can I verify Gregory Pitts’ record?
Search CRD 4165410 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Pitts’ full registration record.