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

Apr 18, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Apr 18, 1995

First registration

Apr 1, 2009

Dual registered

yes, broker-dealer

Other names

RENEE ELISE WEAVER

IAPD individual key

2062750

• Occurred

  Feb 28, 2022
  Advisor changed firm

  Renee Elise Rael left First Financial Equity Corporation for United Planners' Financial Services Of America A Limited Partner (registered 2022-03-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e92b7a09-cdf8-d146-c53f-1b05c3ed754e

First observed

Apr 1, 2009

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.