Best Investors Account Sign in

Eric Louis Blackman

United Planners' Financial Services Of America A Limited Partner

Gaithersburg, MD

Scottsdale, AZ

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

AuthorityCategoryStatusDate
MD RA APPROVED 2026-06-10
  • MD RA
    APPROVED
    Since 2026-06-10

Branch Locations

1 Bank Street Ste. 200, Gaithersburg, MD 20878 • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • 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
Equitable Advisors, Llc. New York NY 04/2024 06/2026
Ernst And Young Tysons VA 06/2023 07/2023
Robert H. Smith School Of Business College Park MD 06/2022 05/2024
Arnold Financial Services Gaithersburg MD 05/2021 08/2022
Washingtonian Woods Waves Gaithersburg MD 05/2021 06/2022
Quince Orchard High School Gaithersburg MD 08/2016 05/2020
University Of Maryland- College Park College Park MD 08/2020 05/2024
United Planners Financial Services Scottsdale AZ 06/2026 Present
  • 04/2024 → 06/2026
    Equitable Advisors, Llc.
    New York, NY
  • 06/2023 → 07/2023
    Ernst And Young
    Tysons, VA
  • 06/2022 → 05/2024
    Robert H. Smith School Of Business
    College Park, MD
  • 05/2021 → 08/2022
    Arnold Financial Services
    Gaithersburg, MD
  • 05/2021 → 06/2022
    Washingtonian Woods Waves
    Gaithersburg, MD
  • 08/2016 → 05/2020
    Quince Orchard High School
    Gaithersburg, MD
  • 08/2020 → 05/2024
    University Of Maryland- College Park
    College Park, MD
  • 06/2026 → Present
    United Planners Financial Services
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-09
  • S66 Uniform Combined State Law Examination
    2024-05-09
Other Names
  • Eric Louis Blackman
  • Eric Blackman

View on SEC IAPD

Other Firms

SHERMAN WEALTH MANAGEMENT LLC
PRIVATE CLIENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
PLANVEST FINANCIAL, INC.

Other Investors

BRADLEY L SHERMAN
Ashley Rose Perlmutter
MARGUERITA MARIA CHENG
ROBERT ALAN KARCZ
ANITA ACEVEDO
LEI SHI
I SHIUAN LEE
Yu-Huang Lee

Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD
PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD
COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD
PFS INVESTMENTS INC. · GAITHERSBURG, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD
CHARLES SCHWAB & CO., INC. · Gaithersburg, MD
WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD
PLANVEST FINANCIAL, INC. · GAITHERSBURG, MD

More in Gaithersburg, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor