Edward Thomas Carpenter
Investment adviser representative at Union Capital Company
10 yearsExperience
2 statesRegistered in
$150MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Colonial Life Insurance Co.Mar 2023 to now
- Truck MoversFeb 2023 to now
- HumanaMay 2020 to now
- Union Capital CompanyApr 2017 to now
- Total Benefit CommunicationsJun 2016 to now
- Farmers Financial SolutionsMar 2017 to Apr 2017
- Farmers InsuranceFeb 2017 to Apr 2017
- Blue BloodhoundJul 2016 to Apr 2017
- Lyft, IncJun 2016 to May 2020
- Prounlimited/cignaJun 2016 to May 2020
- Uber TechnologiesJun 2016 to May 2020
- Total Transit, Inc.Jun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, NM).
Union Capital Company
$150MAssets managed
414Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2172969
- Firm CRD
- 110301