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

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

Jun 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Oct 15, 2007

First registration

Nov 28, 2007

Dual registered

yes, broker-dealer

Other names

STEVEN K TIMBAL

IAPD individual key

5431474

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3ce3a3a9-edd1-7217-5a39-702f2ef14f06

First observed

Nov 28, 2007

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.