Inactive

Kristian Anne Annunziata

United Planners' Financial Services Of America A Limited Partner

Chillicothe, OH

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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

Authority	Category	Status	Date
OH	RA	APPROVED	2026-07-14

OH RA
APPROVED

Since 2026-07-14

Branch Locations

Chillicothe, OH • United States

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

Organization	City	State	From	To
Self-Employed	Chillicothe	OH	08/2024	Present
Skadden, Arps, Slate, Meagher & Flom	New York City	NY	09/2022	08/2024
Harvard Law School	Cambridge	MA	08/2020	09/2022
Ohio State University Law School	Columbus	OH	08/2019	08/2020
United States Air Force	Wright-Patterson Afb	OH	05/2012	08/2019
United Planners Financial Services	Scottsdale	AZ	04/2026	Present

08/2024 → Present

Self-Employed

Chillicothe, OH
09/2022 → 08/2024

Skadden, Arps, Slate, Meagher & Flom

New York City, NY
08/2020 → 09/2022

Harvard Law School

Cambridge, MA
08/2019 → 08/2020

Ohio State University Law School

Columbus, OH
05/2012 → 08/2019

United States Air Force

Wright-Patterson Afb, OH
04/2026 → Present

United Planners Financial Services

Scottsdale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-28

S65 Uniform Investment Adviser Law Examination

2026-05-28

Other Names

Krissy Annunziata
Kristian Anne Barber

View on SEC IAPD

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