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Peter Domenick Colicchia

United Planners' Financial Services Of America A Limited Partner

Voorhees, NJ

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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
NJ RA APPROVED 2025-10-20
  • NJ RA
    APPROVED
    Since 2025-10-20

Branch Locations

701 White Horse Road Suite 1, Voorhees, NJ 08043 • 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
Allianz Global Investors Distributors Llc New York NY 10/2014 09/2020
Allianz Global Investors Distributors Llc New York NY 02/2016 09/2020
Allianz Global Investors U.S. Llc New York NY 03/2016 09/2020
Baron Capital, Inc. New York NY 09/2020 08/2021
Strive Asset Management, Llc Freehold NJ 08/2022 07/2025
Quasar Distributors, Llc Freehold NJ 08/2022 07/2025
Unemployed Freehold NJ 09/2021 07/2022
United Planners Financial Services Scottsdale AZ 07/2025 Present
  • 10/2014 → 09/2020
    Allianz Global Investors Distributors Llc
    New York, NY
  • 02/2016 → 09/2020
    Allianz Global Investors Distributors Llc
    New York, NY
  • 03/2016 → 09/2020
    Allianz Global Investors U.S. Llc
    New York, NY
  • 09/2020 → 08/2021
    Baron Capital, Inc.
    New York, NY
  • 08/2022 → 07/2025
    Strive Asset Management, Llc
    Freehold, NJ
  • 08/2022 → 07/2025
    Quasar Distributors, Llc
    Freehold, NJ
  • 09/2021 → 07/2022
    Unemployed
    Freehold, NJ
  • 07/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
Other Businesses

1.) HADDON FINANCIAL SOLUTIONS - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - VOORHEES, NJ - SINCE 07/2025 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-17
S66 Uniform Combined State Law Examination 2016-03-21
  • S65 Uniform Investment Adviser Law Examination
    2025-10-17
  • S66 Uniform Combined State Law Examination
    2016-03-21
Other Names
  • Peter Colicchia
  • Peter Domenick Colicchia
  • Peter D Colicchia

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
PTS BROKERAGE, LLC
LPL FINANCIAL LLC
EDWARD JONES
MOLOTSKY TAX ADVISORY GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ROBERT PAUL GREENWOOD
PETROS ANDREANIDIS
JOHN PAUL REARDEN
JOSEPH ANTHONY PISKO
Justina Staneviciute
Ochir Shurugcheev
PETER DAMIAN PALAZZO
Spencer Markoe

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · VOORHEES, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · VOORHEES, NJ
PTS BROKERAGE, LLC · VOORHEES, NJ
LPL FINANCIAL LLC · VOORHEES, NJ
EDWARD JONES · VOORHEES, NJ
MOLOTSKY TAX ADVISORY GROUP, LLC · VOORHEES, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VOORHEES, NJ
CITIZENS SECURITIES, INC. · VOORHEES, NJ

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