This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 23, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Sep 23, 2014

First registration

Nov 29, 2021

Dual registered

yes, broker-dealer

Other names

BETSY KELLY|BETSY NICHOLE KELLY

IAPD individual key

6382155

• Occurred

  Dec 26, 2023
  Advisor changed firm

  Betsy Kelly left Ameriprise Financial Services, Llc for United Planners' Financial Services Of America A Limited Partner (registered 2025-08-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:044cd1f2-f3d1-d661-a23e-c56d8b10a2e5

First observed

Nov 29, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.