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

UNITY FINANCIAL PLANNING GROUP LLC

Current firm class

state registeredderived

Book size

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

Industry start

Jun 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S66

First exam

Aug 27, 2010

First registration

Sep 3, 2010

Dual registered

no

Other names

BEN CORY TREECE|BENJAMIN CORY TREECE|Benjamin C Treece

IAPD individual key

5687784

• Occurred

  Dec 2, 2025
  Advisor changed firm

  Benjamin Cory Treece left Sb Advisory, Llc for Unity Financial Planning Group Llc (registered 2025-11-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:06686993-d5e5-a917-51e5-183d178c67cd

First observed

Sep 3, 2010

Last observed

Sep 14, 2026 7 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.