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Gregory Jay Pitts

Investment Adviser Representative at United Advisors America

Owasso, OKCRD #4165410Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gregory Jay Pitts is an investment adviser representative with United Advisors America in Owasso, OK, where they have been registered since 2014. They have worked in the securities industry since 2014 and were previously registered with CLA USA Advisory Group, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arkansas, Kansas, Missouri, Oklahoma, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arkansas, Kansas, Missouri, Oklahoma, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/25/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 4/10/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/4/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

United Advisors AmericaCurrent
9/2/2014 – Owasso, OK
CLA USA Advisory Group, LLC
8/26/2014 – 10/29/2014Broken Arrow, OK

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Gregory Pitts Agency
    Dec 1989 – no end date reportedBroken Arrow, OK
  2. Alliance America Corporation
    Apr 2014 – no end date reportedUniversity Park, FL
  3. United Advisors America Corporation
    Aug 2014 – no end date reportedProsper, TX

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About United Advisors America

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$50,000 (waivable)
Firm's annual rate schedule by assets
  • Up to and including $1,500,0001.00%
  • $1,500,001 up to and including $2,500,0000.80%
  • Over $2,500,0010.60%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23
Offices listed on AdvisorFinder:
1
Main office:
Prosper, TX
SEC file number:
801-114134

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

Other advisors at United Advisors America

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Jay Pitts has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gregory Jay Pitts (United Advisors America) | AdvisorFinder