Steven David Duker

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-06-05
FL	RA	APPROVED	2025-04-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Business Capital Solutions Inc (Dba) Dubrow, Duker & Associates	Coral Springs	FL	11/1990	06/2024
United Planners Financial Services	Scottsdale	AZ	01/2004	12/2024
Jdre Investments, Llc	Coral Springs	FL	01/2005	01/2019
Lpl Financial Llc	Boynton Beach	FL	01/2025	Present

11/1990 → 06/2024

Business Capital Solutions Inc (Dba) Dubrow, Duker & Associates

Coral Springs, FL
01/2004 → 12/2024

United Planners Financial Services

Scottsdale, AZ
01/2005 → 01/2019

Jdre Investments, Llc

Coral Springs, FL
01/2025 → Present

Lpl Financial Llc

Boynton Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-05-04
S63	Uniform Securities Agent State Law Examination	1999-07-14