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

UNITING WEALTH PARTNERS

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

Oct 3, 1988earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 3, 1988

First registration

Apr 18, 2002

Dual registered

no

Other names

RANDY SCOTT KOONTZ

IAPD individual key

1884085

• Occurred

  Oct 9, 2024
  Advisor changed firm

  Randy Scott Koontz left Raymond James Financial Services Advisors, Inc for Uniting Wealth Partners (registered 2026-01-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:30b977d5-f4b2-5f8e-69a8-e66566c1c3cf

First observed

Apr 18, 2002

Last observed

Sep 14, 2026 5 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.