Fundraisers / UVEST Investment Services
FundraiserRegistered broker-dealer
UVEST Investment Services
FINRA 13787 · placing rounds since Dec 2016
20company rounds placed
4in the last two years, last Dec 2025
$1.6Bsold 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.
223Q4224Q4225Q4
What they place
- Insurance100%
How big the rounds are
- Under $1M0
- $1M to $5M0
- $5M to $20M0
- $20M to $100M11
- $100M+11
Where the companies are
IN22
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$102M
Dec 2025Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$37M
Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$107M
Dec 2024Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$37M
Dec 2023Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$39M
Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$108M
Dec 2022Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$40M
Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$113M
Dec 2021Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$40M
Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$118M
Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$120M
Dec 2020Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$40M
Dec 2019Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$41M
Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$129M
Dec 2018Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$135M
Dec 2018Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$41M
Dec 2017Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$146M
Dec 2017Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$41M
Dec 2016Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$154M
Dec 2016Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$42M
Dec 2015Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Charles R. Dudley IIInsurance$170M
Dec 2015Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Charles R. Dudley, IIInsurance$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.
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