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

Jul 21, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65|S66

First exam

Jul 21, 2004

First registration

Jul 23, 2004

Dual registered

yes, broker-dealer

Other names

JENNA R RICHARDSON|JENNA RENEE RICHARDSON

IAPD individual key

4582260

• Occurred

  Mar 27, 2023
  Advisor changed firm

  Jenna Renee Thornton left Synergy Financial Group Of Arizona, Llc for United Planners' Financial Services Of America A Limited Partner (registered 2023-03-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c759f1fe-d083-7357-43aa-3b789e6e9a77

First observed

Jul 23, 2004

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.