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

Sep 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Jun 25, 2001

First registration

Aug 14, 2006

Dual registered

yes, broker-dealer

Other names

LINDSEY LEE SZCZEPANSKI

IAPD individual key

4405583

• Occurred

  Dec 5, 2022
  Advisor changed firm

  Lindsey Lee Chrystan left Elevation Advisory Partners Llc for United Planners' Financial Services Of America A Limited Partner (registered 2022-09-22)

  Form ADVobserved 4 days ago
• Occurred

  Oct 17, 2022
  Advisor changed firm

  Lindsey Lee Chrystan left Cetera Advisor Networks Llc for Elevation Advisory Partners Llc (registered 2021-05-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4ccbc0e0-c381-6979-16ef-c6176f88b7b6

First observed

Aug 14, 2006

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.