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Advisor at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
UNIVERSITY PARK, FL | St. Louis Park, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Sep 25, 2015 | n/a | yes | St. Louis Park, MN|UNIVERSITY PARK, FL | Current employment |
| MONTICELLO INVESTMENT SERVICES, INC. | Former SEC adviser | Nov 1, 2013 | Sep 28, 2015 | no | NEOSHO, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONTICELLO INVESTMENT SERVICES, INC. | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Sep 28, 2015 | Sep 25, 2015 | -3 | Firm change | Other |