# UVEST Investment Services: fundraiser > UVEST Investment Services placed 20 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size. Source: https://millionrounds.com/providers/uvest-investment-services (Millionrounds; every figure on the page links to its filing or article) [Fundraisers](https://millionrounds.com/fundraisers) / UVEST Investment Services Fundraiser Registered broker-dealer # UVEST Investment Services FINRA 13787 ยท placing rounds since Dec 2016 **20** company rounds placed **4** in the last two years, last Dec 2025 **$1.6B** sold in the rounds they placed **1.3%** typical commission; the median firm takes 4.9% Named on 20 Form D filings as paid to sell the offering: 20 for operating companies. 1 registered agent named. ## Quarter by quarter Company rounds they placed in each quarter, from the filings. **2** 23Q4 **2** 24Q4 **2** 25Q4 ## What they place - Insurance **100%** ## How big the rounds are - Under $1M **0** - $1M to $5M **0** - $5M to $20M **0** - $20M to $100M **11** - $100M+ **11** ## Where the companies are **IN** 22 ## Rounds they placed [Company rounds](https://millionrounds.com/providers/uvest-investment-services)[Everything, funds and real estate too](https://millionrounds.com/providers/uvest-investment-services?show=all) Filed Issuer Industry Sold Dec 2025 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$102M** Dec 2025 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$37M** Dec 2024 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$107M** Dec 2024 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$37M** Dec 2023 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$39M** Dec 2023 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$108M** Dec 2022 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$40M** Dec 2022 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$113M** Dec 2021 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$40M** Dec 2021 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$118M** Dec 2020 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$120M** Dec 2020 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$40M** Dec 2019 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$41M** Dec 2019 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$129M** Dec 2018 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$135M** Dec 2018 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$41M** Dec 2017 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$146M** Dec 2017 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$41M** Dec 2016 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$154M** Dec 2016 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$42M** Dec 2015 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Charles R. Dudley II Insurance **$170M** Dec 2015 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Charles R. Dudley, II Insurance **$42M** From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown. ## Often on the same rounds Other fundraisers named on the same filings: the firms they syndicate with. [**M Holdings Securities Inc.** 22 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Securities America, Inc.** 22 rounds together](https://millionrounds.com/providers/securities-america-inc)[**Kestra Investment Services LLC** 22 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Lion Street Financial** 22 rounds together](https://millionrounds.com/providers/lion-street-financial)[**LPL Financial LLC** 20 rounds together](https://millionrounds.com/providers/lpl-financial-llc)[**The Leaders Group** 12 rounds together](https://millionrounds.com/providers/the-leaders-group) ## Founders who worked with them No one has said so yet. Worked with them? Say so ## A badge for their site It shows their latest standing in the quarterly rankings and links back here. ## Is this UVEST Investment Services? Claim the page to describe your work in your own words. Free. [Claim this page](https://millionrounds.com/providers/join?kind=fundraiser)[All fundraisers](https://millionrounds.com/fundraisers)