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, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63

First exam

Sep 14, 2009

First registration

May 9, 2021

Dual registered

yes, broker-dealer

Other names

CHUCK LYTLE|CHAS LYTLE|CAL LYTLE

IAPD individual key

5672581

• Occurred

  Nov 15, 2024
  Advisor changed firm

  Charles Arthur Lytle left Lytle Investments for United Planners' Financial Services Of America A Limited Partner (registered 2024-11-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:edc99b75-1a75-365d-b1db-25a924ec81d5

First observed

May 9, 2021

Last observed

Sep 15, 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.