Jenny Lynn Laurita

United Planners' Financial Services Of America A Limited Partner

West Hartford, CT

Claim This Profile

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

Authority	Category	Status	Date
NV	RA	APPROVED	2025-05-21

NV RA
APPROVED

Since 2025-05-21

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

15 North Main Street Ste. 100, West Hartford, CT 06107 • United States

Henderson, NV • 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

Organization	City	State	From	To
Securities Service Network	West Hartford	CT	01/2017	09/2020
Retirement Visions Llc	West Hartford	CT	08/2016	05/2018
Securities America, Inc.	West Hartford	CT	09/2020	06/2024
Securities America Advisors, Inc.	West Hartford	CT	09/2020	06/2024
Osaic Wealth, Inc.	West Hartford	CT	06/2024	04/2025
Osaic Wealth, Inc.	West Hartford	CT	06/2024	04/2025
United Planners Financial Services	Scottsdale	AZ	04/2025	Present
Jenny Lynn Laurita	West Hartford	CT	05/2004	Present

01/2017 → 09/2020

Securities Service Network

West Hartford, CT
08/2016 → 05/2018

Retirement Visions Llc

West Hartford, CT
09/2020 → 06/2024

Securities America, Inc.

West Hartford, CT
09/2020 → 06/2024

Securities America Advisors, Inc.

West Hartford, CT
06/2024 → 04/2025

Osaic Wealth, Inc.

West Hartford, CT
06/2024 → 04/2025

Osaic Wealth, Inc.

West Hartford, CT
04/2025 → Present

United Planners Financial Services

Scottsdale, AZ
05/2004 → Present

Jenny Lynn Laurita

West Hartford, CT

Previous Registrations

2024-06-14 → 2025-05-05

Osaic Wealth, Inc.

West Hartford, CT
2020-09-18 → 2024-06-14

Securities America Advisors, Inc.

West Hartford, CT
2017-05-05 → 2020-09-18

Ssn Advisory, Inc.

West Hartford, CT
2016-06-15 → 2016-08-10

Securities America Advisors, Inc.

Waterbury, CT
2014-01-02 → 2015-04-01

Tiaa-Cref Individual & Institutional Services, Llc

Hamden, CT

Hartford, CT
2012-04-11 → 2013-12-10

Equitable Advisors, Llc

Shelton, CT
2011-01-03 → 2012-04-09

Voya Financial Advisors, Inc.

Windsor, CT

Windsor, CT
2005-10-28 → 2011-01-03

Voya Financial Partners, Llc

Glastonbury, CT

Windsor, CT
2005-02-03 → 2005-11-02

Tower Square Securities, Inc.

Glastonbury, CT

Other Businesses

1.) JENNY LYNN LAURITA - INSURANCE AGENT - FIXED ANNUITIES - WEST HARTFORD, CT - SINCE 05/2004 - INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-03-15
S63	Uniform Securities Agent State Law Examination	2003-09-02

S65 Uniform Investment Adviser Law Examination

2004-03-15
S63 Uniform Securities Agent State Law Examination

2003-09-02

Designations

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC

MERCER GLOBAL ADVISORS INC.

LPL FINANCIAL LLC

IRONWOOD WEALTH ADVISORS, LLC

PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR

CETERA INVESTMENT ADVISERS LLC

FAITH INVESTOR SERVICES

MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER

SHAUN ELIZABETH BRACKEN

KENNETH ROY BLACKBURN

MARC ALAN NORMANN

PAUL JOSEPH SEIDMAN

JARON DAVID CARMICHAEL

HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ

MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ

LPL FINANCIAL LLC · SCOTTSDALE, AZ

IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ

PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ

CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ

FAITH INVESTOR SERVICES · Scottsdale, AZ

MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor