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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 2016-11-08
  • TX RA
    APPROVED
    Since 2016-11-08

Branch Locations

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

Dallas, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc. Dallas TX 04/1998 11/2016
Educators Resource Group Dallas TX 07/1998 Present
Signator Investors, Inc. Dallas TX 05/2016 Present
United Planners Financial Services Scottsdale AZ 11/2016 Present
Sledge W. Killion Dallas TX 08/1998 08/2024
Sledge Wayne Killion Dallas TX 01/1994 Present
  • 04/1998 → 11/2016
    Transamerica Financial Advisors, Inc.
    Dallas, TX
  • 07/1998 → Present
    Educators Resource Group
    Dallas, TX
  • 05/2016 → Present
    Signator Investors, Inc.
    Dallas, TX
  • 11/2016 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 08/1998 → 08/2024
    Sledge W. Killion
    Dallas, TX
  • 01/1994 → Present
    Sledge Wayne Killion
    Dallas, TX
Previous Registrations
Other Businesses

1.) SLEDGE WAYNE KILLION - AGENT - NON-VARIABLE INSURANCE - DALLAS, TX - SINCE 01/1994 - INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-10-11
  • S63 Uniform Securities Agent State Law Examination
    1984-10-11

View on SEC IAPD

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