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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
TX RA APPROVED 2011-02-24
  • TX RA
    APPROVED
    Since 2011-02-24

Branch Locations

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

The Woodlands, TX • 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
Houston Police Department Houston TX 12/1981 Present
Vinson And Elkins Law Firm Houston TX 05/1989 07/2023
James Kalinowski The Woodlands TX 12/2002 Present
United Planners' Financial Services Scottsdale AZ 02/2011 Present
Stream Realty Houston` TX 06/2003 Present
Pm Realty Group Houston TX 06/2003 08/2024
Balancing The Badge Llc The Woodlands TX 08/2018 Present
Trilogy Wealth Management The Woodlands TX 01/2024 Present
  • 12/1981 → Present
    Houston Police Department
    Houston, TX
  • 05/1989 → 07/2023
    Vinson And Elkins Law Firm
    Houston, TX
  • 12/2002 → Present
    James Kalinowski
    The Woodlands, TX
  • 02/2011 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 06/2003 → Present
    Stream Realty
    Houston`, TX
  • 06/2003 → 08/2024
    Pm Realty Group
    Houston, TX
  • 08/2018 → Present
    Balancing The Badge Llc
    The Woodlands, TX
  • 01/2024 → Present
    Trilogy Wealth Management
    The Woodlands, TX
Previous Registrations
  • 2007-09-26 → 2011-02-11
    Qa3 Financial Llc
    Houston, TX
  • 2002-12-10 → 2007-09-27
    Waddell & Reed
    Houston, TX
    Edmond, OK
  • 1999-01-20 → 2002-11-26
    The Woodlands, TX
Other Businesses

1.) JIM KALINOWSKI - AGENT/REP - NON-VARIABLE INSURANCE - SINCE 12/2002 - THE WOODLANDS, TX - INVESTMENT RELATED 2.) HOUSTON POLICE DEPARTMENT - LIEUTENANT - ADMINISTRATIVE, BUDGETING SUPPLIES AND PERSONNEL - SINCE 12/1981 - HOUSTON TX - NOT INVESTMENT RELATED 3.) STREAM REALTY - PART TIME SECURITY GUARD - TRAFFIC CONTROL FOR BUILDING - 06/2003 - HOUSTON TX - NOT INVESTMENT RELATED 4.) TRILOGY WEALTH PARTNERS - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - THE WOODLANDS, TX - SINCE 01/2024 - INVESTMENT RELATED 5.) BALANCING THE BADGE LLC - PRESIDENT - SELLING PUBLISHED BOOK - THE WOODLANDS, TX - SINCE 08/2018 - NOT INVESTMENT RELATED 6.) FOUNDER BALANCING THE BADGE LLC - FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - THE WOODLANDS, TX - SINCE 10/2018 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-24
S63 Uniform Securities Agent State Law Examination 1997-02-11
  • S65 Uniform Investment Adviser Law Examination
    2003-01-24
  • S63 Uniform Securities Agent State Law Examination
    1997-02-11
Other Names
  • Jim Kalinowski

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