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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_RES 2025-10-03
PA RA APPROVED 2025-09-12
  • TX RA
    APPROVED_RES
    Since 2025-10-03
  • PA RA
    APPROVED
    Since 2025-09-12

Branch Locations

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

3052 State Route 257, Seneca, PA 16346 • 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
W&S Brokerage Services Cincinnati OH 11/2020 07/2021
Western Southern Life Hermitage PA 08/2020 07/2021
Rds Lawn Services Knox PA 04/2020 08/2020
First United National Bank Fryburg PA 07/2020 08/2020
Student Knox PA 08/2019 04/2020
Walmart Clarion PA 08/2017 08/2019
Holiday Inn Express & Suites Clarion PA 06/2018 04/2019
Unemployed Knox PA 05/2017 08/2017
Student Knox PA 08/2010 05/2017
American United Life Knox PA 07/2021 12/2024
Oneamerica Securities Knox PA 08/2021 09/2025
United Planners Scottsdale AZ 09/2025 Present
Eon Management Llc Sheridan WY 04/2025 Present
  • 11/2020 → 07/2021
    W&S Brokerage Services
    Cincinnati, OH
  • 08/2020 → 07/2021
    Western Southern Life
    Hermitage, PA
  • 04/2020 → 08/2020
    Rds Lawn Services
    Knox, PA
  • 07/2020 → 08/2020
    First United National Bank
    Fryburg, PA
  • 08/2019 → 04/2020
    Student
    Knox, PA
  • 08/2017 → 08/2019
    Walmart
    Clarion, PA
  • 06/2018 → 04/2019
    Holiday Inn Express & Suites
    Clarion, PA
  • 05/2017 → 08/2017
    Unemployed
    Knox, PA
  • 08/2010 → 05/2017
    Student
    Knox, PA
  • 07/2021 → 12/2024
    American United Life
    Knox, PA
  • 08/2021 → 09/2025
    Oneamerica Securities
    Knox, PA
  • 09/2025 → Present
    United Planners
    Scottsdale, AZ
  • 04/2025 → Present
    Eon Management Llc
    Sheridan, WY
Previous Registrations
Other Businesses

1.) GROUP MANAGEMENT LLC - PRESIDENT - PARTNERSHIP WITH 2 OTHERS FOR OPERATION OF BUSINESS. PASS THROUGH ENTITY FOR TAX PURPOSES - SHERIDAN, WY - SINCE 04/2025 - NOT INVESTMENT RELATED 2.) EON MANAGEMENT LLC - PRESIDENT - CONSULTING SERVICES - SHERIDAN, WY - SINCE 04/2025 - NOT INVESTMENT RELATED 3.) REESE STILLER - INSURANCE AGENT - NON-VARIABLE INSURANCE - SENECA, PA - SINCE 07/2020 - INVESTMENT RELATED 4.) TOP POINT INSURANCE LLC - PRESIDENT - NON-VARIABLE INSURANCE - SENECA, PA - SINCE 04/2025 - INVESTMENT RELATED 5.) KINGDOM GUARD FINANCIAL LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SENECA, PA - SINCE 04/2025 - INVESTMENT RELATED 6.) KINGDOM GUARD FINANCIAL GROUP - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SENECA, PA - SINCE 08/2021 - INVESTMENT RELATED 7.) EXCELLENCE ACCOUNTING LLC - PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SENECA, PA - SINCE 04/2025 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-30
S63 Uniform Securities Agent State Law Examination 2021-03-01
  • S65 Uniform Investment Adviser Law Examination
    2023-09-30
  • S63 Uniform Securities Agent State Law Examination
    2021-03-01

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