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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Kurt Ryan Davis

Advisor at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCOTTSDALE, AZ | MT. CLEMENS, MI

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Search this name across graphsid dfx:ria:d6149a4c-36ac-cbdd-5dd9-e435269445c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Dec 20, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 20, 2002
First registration: Mar 28, 2017
Dual registered: yes, broker-dealer
IAPD individual key: 4485309

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Jan 2, 2025	n/a	yes	MT. CLEMENS, MI\|SCOTTSDALE, AZ	Current employment
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Sep 28, 2022	Jan 6, 2025	no	CLINTON TWP, MI	Previous registration
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Aug 10, 2021	Sep 29, 2022	no	KENTWOOD, MI\|Troy, MI	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	Jun 20, 2019	Jan 4, 2021	no	CLINTON TOWNSHIP, MI\|Clinton Township, MI\|TROY, MI	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Feb 6, 2018	Jun 21, 2019	no	Clinton Township, MI\|Grand Rapids, MI	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Mar 28, 2017	Nov 27, 2017	no	TROY, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERITAS ADVISORY SERVICES, LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Jan 6, 2025	Jan 2, 2025	-4	Firm change	Ibd to RIA
REGAL INVESTMENT ADVISORS LLC	AMERITAS ADVISORY SERVICES, LLC	Sep 29, 2022	Sep 28, 2022	-1	Firm change	Ibd to ibd
ESI FINANCIAL ADVISORS	REGAL INVESTMENT ADVISORS LLC	Jan 4, 2021	Aug 10, 2021	218	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	ESI FINANCIAL ADVISORS	Jun 21, 2019	Jun 20, 2019	-1	Firm change	Ibd to ibd
PRUCO SECURITIES, LLC	MML INVESTORS SERVICES, LLC	Nov 27, 2017	Feb 6, 2018	71	Firm change	Other

Relationships

Registered with (6)

→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Sep 28, 2022 to Jan 6, 2025factForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Aug 10, 2021 to Sep 29, 2022factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 20, 2019 to Jan 4, 2021factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Feb 6, 2018 to Jun 21, 2019factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Mar 28, 2017 to Nov 27, 2017factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
Kurt Ryan Davis left Ameritas Advisory Services, Llc for United Planners' Financial Services Of America A Limited Partner (registered 2025-01-02)
Form ADVobserved 3 days ago
Occurred
Sep 29, 2022
Advisor changed firm
Kurt Ryan Davis left Regal Investment Advisors Llc for Ameritas Advisory Services, Llc (registered 2022-09-28)
Form ADVobserved 3 days ago