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

Aug 1, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

May 17, 1996

First registration

Nov 29, 2001

Dual registered

yes, broker-dealer

IAPD individual key

1916734

• Occurred

  Jun 4, 2024
  Advisor changed firm

  David Allen Rhodes left Scf Investment Advisors, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2026-08-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d2fe238-0e88-b23c-dcaf-b5c54cd351bb

First observed

Nov 29, 2001

Last observed

Sep 15, 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.