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United Planners' Financial Services Of America A Limited Partner CRD 20804
$12.8B regulatory AUM 483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-15 |
| AZ | RA | APPROVED | 2026-04-09 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Sarasota | FL | 04/2008 | 03/2018 |
| Transamerica Retirement Solutions | St. Petersburg | FL | 04/2018 | 03/2019 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 04/2018 | 03/2019 |
| Royal Alliance | St. Petersburg | FL | 03/2019 | 03/2026 |
| United Planners Financial Services | Scottsdale | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2001-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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