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Tyler Pellerito

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ

Grandville, MI

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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
MI RA APPROVED 2022-09-22
  • MI RA
    APPROVED
    Since 2022-09-22

Branch Locations

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

4144 Chicago Drive Sw, Grandville, MI 49418 • 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
Jpmorgan Chase Bank, N.A. Grand Rapids MI 07/2018 07/2020
J.P. Morgan Securities Llc Grand Rapids MI 07/2020 12/2020
Blue Cow Cafe Big Rapids MI 11/2014 07/2018
Scott's Body Shop Big Rapids MI 12/2020 05/2022
Success Financial Group Llc Grandville MI 05/2022 Present
Cetera Advisor Networks El Segundo CA 06/2022 09/2022
United Planners Financial Services Scottsdale AZ 09/2022 Present
Success Financial Group Llc Grandville MI 05/2022 06/2026
  • 07/2018 → 07/2020
    Jpmorgan Chase Bank, N.A.
    Grand Rapids, MI
  • 07/2020 → 12/2020
    J.P. Morgan Securities Llc
    Grand Rapids, MI
  • 11/2014 → 07/2018
    Blue Cow Cafe
    Big Rapids, MI
  • 12/2020 → 05/2022
    Scott's Body Shop
    Big Rapids, MI
  • 05/2022 → Present
    Success Financial Group Llc
    Grandville, MI
  • 06/2022 → 09/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 09/2022 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 05/2022 → 06/2026
    Success Financial Group Llc
    Grandville, MI
Previous Registrations
  • 2022-07-12 → 2022-10-12
    Cetera Wealth Services, Llc
    Grandville, MI
Other Businesses

1.) SUCCESS FINANCIAL GROUP LLC - ASSISTANT - DBA NAME FOR MARKETING PURPOSES ONLY - GRANDVILLE, MI - SINCE 05/2022 - INVESTMENT RELATED 2.) TYLER PELLERITO - NOTARY - NOTARY - GRANDVILL, MI - SINCE 09/2022 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-18
S63 Uniform Securities Agent State Law Examination 2020-06-28
  • S65 Uniform Investment Adviser Law Examination
    2022-06-18
  • S63 Uniform Securities Agent State Law Examination
    2020-06-28
Other Names
  • Tyler James Pellerito

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
Susanne T Gibo
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

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