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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
Manvel, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc | Greenwood Village | CO | 11/2021 | 07/2022 |
| Aig | Houston | TX | 11/2016 | 11/2021 |
| Unemployed | Houston | TX | 07/2016 | 11/2016 |
| Valic Financial Advisors, Inc. | Houston | TX | 07/2022 | 08/2025 |
| Agia | Houston | TX | 12/2022 | 07/2023 |
| United Planners | Scottsdale | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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