Rebecca Bradley Paterik

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 06/2023
  Dave Joiner, Cpa
  Dallas, TX
• 08/2010 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 01/2009 → 06/2023
  J. David Joiner Cpa
  Dallas, TX
• 06/2023 → Present
  Podsednik & Company Cpa
  Dallas, TX
• 08/1983 → Present
  Rebecca Lynn Bradley Paterik
  Dallas, TX

Previous Registrations

• 2008-09-09 → 2010-09-15
  Next Financial Group, Inc.
  Houston, TX
  Addison, TX
• 2003-01-03 → 2008-12-15
  Maxwell Financial Services, Inc.
  Addison, TX

Other Businesses

1.) J. DAVID JOINER CPA - CONTRACT EMPLOYEE - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - DALLAS, TX - SINCE 01/2009 - NOT INVESTMENT RELATED 2.) REBECCA LYNN BRADLEY PATERIK - GENERAL LINES AGENT - NON-VARIABLE INSURANCE - DALLAS, TX - SINCE 08/1983 - INVESTMENT RELATED 3.) PODSEDNIK & COMPANY PC - CONTRACT EMPLOYEE - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - DALLAS, TX - SINCE 06/2023 - NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-21
• S63 Uniform Securities Agent State Law Examination
  1983-11-29

Designations

• Certified Financial Planner

Other Names

• Rebecca Lynn Bradley
• Rebecca L Bradley
• Becky Bradley
• Becky Paterik