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

May 21, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

19derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

May 21, 1996

First registration

Jun 29, 2005

Dual registered

yes, broker-dealer

Other names

SHEILA JUNE BOWERS|SHEILA JUNE BOWERS|SHEILA J BOWERS|SHELIA JUNE CUFFARI|SHEILA JUNE CUFFARI

IAPD individual key

2401020

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7a790491-6973-92f4-0004-5b91ea8426b2

First observed

Jun 29, 2005

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.