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

Feb 1, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Jan 13, 1988

First registration

Sep 16, 1997

Dual registered

yes, broker-dealer

Other names

TOM STARK|THOMAS RAY STARK|Thomas R Stark

IAPD individual key

1776447

• Occurred

  Dec 18, 2023
  Advisor changed firm

  Thomas Ray Stark left Securities America Advisors, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2023-12-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:acf853ec-33d5-ab7a-b022-a6b8a8436698

First observed

Sep 16, 1997

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.