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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
VA RA APPROVED 2021-02-09
  • VA RA
    APPROVED
    Since 2021-02-09

Branch Locations

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

117 Tradewynd Dr. Ste. A, Lynchburg, VA 24502 • 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
Massachusetts Mutual Life Ins. Company Springfield MA 01/1990 02/2021
Mml Investors Services, Inc. Charlottesville VA 02/1990 02/2021
#Ia Mml Investors Services, Inc. Lynchburg VA 02/1990 02/2021
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 02/2021 Present
George V. Caylor Lynchburg VA 09/1987 09/2025
Surviving Georgie, Llc Lynchburg VA 06/2018 Present
Tea Time Lynchburg VA 01/1999 09/2025
Vintage Lynchburg VA 04/2020 06/2022
The Caylor Group Lynchburg VA 03/2014 06/2026
George V. Caylor Lynchburg VA 02/2010 11/2025
  • 01/1990 → 02/2021
    Massachusetts Mutual Life Ins. Company
    Springfield, MA
  • 02/1990 → 02/2021
    Mml Investors Services, Inc.
    Charlottesville, VA
  • 02/1990 → 02/2021
    #Ia Mml Investors Services, Inc.
    Lynchburg, VA
  • 02/2021 → Present
    Scottsdale, AZ
  • 09/1987 → 09/2025
    George V. Caylor
    Lynchburg, VA
  • 06/2018 → Present
    Surviving Georgie, Llc
    Lynchburg, VA
  • 01/1999 → 09/2025
    Tea Time
    Lynchburg, VA
  • 04/2020 → 06/2022
    Vintage
    Lynchburg, VA
  • 03/2014 → 06/2026
    The Caylor Group
    Lynchburg, VA
  • 02/2010 → 11/2025
    George V. Caylor
    Lynchburg, VA
Previous Registrations
Other Businesses

1.) SURVIVING GEORGIE, LLC - AUTHOR - AUTHOR - LYNCHBURG, VA - SINCE 06/2018 - NOT INVESTMENT RELATED 2.) GEORGE CAYLOR PROPERTIES, LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LYNCHBURG, VA - SINCE 10/2024 - NOT INVESTMENT RELATED 3.) TEA WITH GEORGE, LLC - OWNER - RADIO BROADCASTING - LYNCHBURG, VA - SINCE 05/2014 - NOT INVESTMENT RELATED 4.) THE CAYLOR GROUP FINANCIAL SERVICES, LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - LYNCHBURG, VA - SINCE 11/2025 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-01
S63 Uniform Securities Agent State Law Examination 1987-11-20
  • S65 Uniform Investment Adviser Law Examination
    1997-05-01
  • S63 Uniform Securities Agent State Law Examination
    1987-11-20
Designations

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