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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2120 University Blvd. W., Jacksonville, FL 32217 • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Jacksonville FL 06/2005 05/2021
United Planners Financial Services Scottsdale AZ 05/2021 Present
  • 06/2005 → 05/2021
    Jacksonville, FL
  • 05/2021 → Present
    United Planners Financial Services
    Scottsdale, AZ
Previous Registrations
Other Businesses

1.) CAPITAL DIMENSIONS WEALTH MANAGEMENT - MANAGING MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - JACKSONVILLE, FL - SINCE 06/2005 INVESTMENT RELATED 2.) HYVEST - PURCHASER/OWNER - PURCHASE TAX CERTIFICATES - JACKSONVILLE, FL - SINCE 01/1990 - INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-11-02
  • S63 Uniform Securities Agent State Law Examination
    1999-11-02
Designations
Other Names
  • Steven Hyers

View on SEC IAPD

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