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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

JOHN PAUL SEVERY-HOVEN

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

SCOTTSDALE, AZ | ST. PAUL, MN

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Search this name across graphsid dfx:ria:16f7c257-aae9-bca4-83cf-c1c255d460cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2004 to Sep 14, 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: Mar 28, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 28, 2002
First registration: Jan 2, 2004
Dual registered: yes, broker-dealer
Other names: JOHN PAUL HOVEN
IAPD individual key: 4495513

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	Dec 2, 2024	n/a	yes	ST. PAUL, MN\|SCOTTSDALE, AZ	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Dec 5, 2013	Dec 9, 2024	no	SAINT PAUL, MN	Previous registration
SECURUS WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 28, 2008	Feb 19, 2014	no	ST. PAUL, MN	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 28, 2005	Jul 11, 2008	no	ST PAUL, MN	Previous registration
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	Jan 2, 2004	Mar 28, 2005	no	ST PAUL, MN\|Golden, CO	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Dec 9, 2024	Dec 2, 2024	-7	Firm change	Ibd to RIA
SECURUS WEALTH MANAGEMENT, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 19, 2014	Dec 5, 2013	-76	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	SECURUS WEALTH MANAGEMENT, LLC	Jul 11, 2008	Jul 28, 2008	17	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 28, 2005	Mar 28, 2005	0	Bulk transfer	Other

Relationships

Registered with (4)

→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: current employment
Dec 2, 2024 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 5, 2013 to Dec 9, 2024factForm ADV
→ SECURUS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 28, 2008 to Feb 19, 2014factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
Jan 2, 2004 to Mar 28, 2005factForm ADV

Dated events

Occurred
Dec 9, 2024
Advisor changed firm
John Paul Severy-Hoven left Cambridge Investment Research Advisors, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2024-12-02)
Form ADVobserved 5 days ago