Best Investors Account Sign in

Gage Allen

United Planners' Financial Services Of America A Limited Partner

Las Vegas, NV

Upper Arlington, OH

Claim This Profile
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
OH RA APPROVED 2026-04-27
  • OH RA
    APPROVED
    Since 2026-04-27

Branch Locations

Las Vegas, NV • United States

5000 Horizons Drive, Upper Arlington, OH 43220 • 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
Puma Inc. Sunbury OH 04/2022 10/2024
Ikea Columbus OH 10/2024 04/2025
The Ohio State University Columbus OH 01/2023 12/2024
Columbus State Community College Columbus OH 08/2019 12/2022
Rusty Bucket Columbus OH 08/2021 04/2022
Calvin Klein Sunbury OH 04/2021 06/2021
Mcdonalds Sunbury OH 03/2020 09/2020
Tim Hortons Sunbury OH 05/2019 03/2020
Mcdonalds Westerville OH 08/2018 04/2019
Tcp Asset Management Upper Arlington OH 04/2025 Present
Unemployed Galena OH 01/2015 08/2018
United Planners Financial Services Scottsdale AZ 05/2025 Present
Gezi Attire Sunbury OH 10/2021 02/2026
  • 04/2022 → 10/2024
    Puma Inc.
    Sunbury, OH
  • 10/2024 → 04/2025
    Ikea
    Columbus, OH
  • 01/2023 → 12/2024
    The Ohio State University
    Columbus, OH
  • 08/2019 → 12/2022
    Columbus State Community College
    Columbus, OH
  • 08/2021 → 04/2022
    Rusty Bucket
    Columbus, OH
  • 04/2021 → 06/2021
    Calvin Klein
    Sunbury, OH
  • 03/2020 → 09/2020
    Mcdonalds
    Sunbury, OH
  • 05/2019 → 03/2020
    Tim Hortons
    Sunbury, OH
  • 08/2018 → 04/2019
    Mcdonalds
    Westerville, OH
  • 04/2025 → Present
    Tcp Asset Management
    Upper Arlington, OH
  • 01/2015 → 08/2018
    Unemployed
    Galena, OH
  • 05/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 10/2021 → 02/2026
    Gezi Attire
    Sunbury, OH
Other Businesses

1.) TCP ASSET MANAGEMENT - PARAPLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - UPPER ARLINGTON, OH - SINCE 05/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-25
S63 Uniform Securities Agent State Law Examination 2025-12-23
  • S65 Uniform Investment Adviser Law Examination
    2026-04-25
  • S63 Uniform Securities Agent State Law Examination
    2025-12-23

View on SEC IAPD

More in Las Vegas, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor