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

Nov 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 23, 2020

First registration

May 25, 2022

Dual registered

yes, broker-dealer

Other names

Jacinta Philomena Brown|Jacinta Philomena Gauvin|Jacinta P Gauvin

IAPD individual key

6993591

• Occurred

  May 10, 2024
  Advisor changed firm

  Jacinta Philomena Gauvin left Raymond James & Associates, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2024-05-03)

  Form ADVobserved 5 days ago
• Occurred

  Jul 26, 2022
  Advisor changed firm

  Jacinta Philomena Gauvin left Raymond James Financial Services Advisors, Inc for Raymond James & Associates, Inc. (registered 2022-09-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bbc5c75c-1599-deba-d9e6-34cbc61449fb

First observed

May 25, 2022

Last observed

Sep 14, 2026 6 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.