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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)41 years in industry

Philip John Dettore

Advisor at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCOTTSDALE, AZ | LELAND, NC

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Search this name across graphsid dfx:ria:12ed593f-791c-48ba-d60e-27497b87e64c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2003 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Nov 28, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 28, 1984
First registration: Sep 22, 2003
Dual registered: yes, broker-dealer
Other names: PHILIP JOHN DETTORE
IAPD individual key: 1316805

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Oct 1, 2024	n/a	yes	SCOTTSDALE, AZ\|LELAND, NC	Current employment
SCF INVESTMENT ADVISORS, INC.	Former SEC adviser	Nov 9, 2021	Sep 4, 2024	no	LELAND, NC\|SAN DIEGO, CA	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 21, 2016	Nov 3, 2021	no	LELAND, NC\|AUSTIN, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Dec 2, 2004	Sep 22, 2016	no	LELAND, NC	Previous registration
FINANCIAL PLANNING ADVISORS, INC.	n/a	Sep 22, 2003	Dec 31, 2004	no	WILMINGTON, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCF INVESTMENT ADVISORS, INC.	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Sep 4, 2024	Oct 1, 2024	27	Firm change	Ibd to RIA
KESTRA ADVISORY SERVICES, LLC	SCF INVESTMENT ADVISORS, INC.	Nov 3, 2021	Nov 9, 2021	6	Firm change	Ibd to ibd
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 21, 2016	-154	Bulk transfer	Other
FINANCIAL PLANNING ADVISORS, INC.	NFP ADVISOR SERVICES, LLC	Dec 31, 2004	Dec 2, 2004	-29	Firm change	Other

Relationships

Registered with (5)

→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ SCF INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Nov 9, 2021 to Sep 4, 2024factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 21, 2016 to Nov 3, 2021factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Dec 2, 2004 to Sep 22, 2016factForm ADV
→ FINANCIAL PLANNING ADVISORS, INC.Registered adviserregistration: previous registration
Sep 22, 2003 to Dec 31, 2004factForm ADV

Dated events

Occurred
Sep 4, 2024
Advisor changed firm
Philip John Dettore left Scf Investment Advisors, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2024-10-01)
Form ADVobserved 4 days ago