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RIA / WealthAdvisor22 years in industry

Jonathan T Dunlea

Advisor at UNITED ADVISORS AMERICA

Chelmsford, MA

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Search this name across graphsid dfx:ria:fa699712-4874-1be1-cfc9-c604ae90fb7c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 18, 2013 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 ADVISORS AMERICA
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: Jan 21, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 21, 2004
First registration: Jul 18, 2013
Dual registered: no
Other names: JONATHAN THOMAS DUNLEA
IAPD individual key: 4703651

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 ADVISORS AMERICA	Independent wealth	Sep 9, 2026	n/a	yes	Chelmsford, MA	Current employment
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Oct 4, 2022	Aug 3, 2023	no	LITTLETON, MA\|STOW, MA\|Hudson, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 28, 2022	Aug 30, 2022	no	SHREWSBURY, MA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Jul 18, 2013	Dec 9, 2021	no	WALTHAM, MA\|WAKEFIELD, MA	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
CITIZENS SECURITIES, INC.	UNITED ADVISORS AMERICA	Aug 3, 2023	Sep 9, 2026	1,133	Firm change after gap	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CITIZENS SECURITIES, INC.	Aug 30, 2022	Oct 4, 2022	35	Firm change	Ibd to ibd
HORNOR, TOWNSEND & KENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 9, 2021	Apr 28, 2022	140	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ UNITED ADVISORS AMERICARegistered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Oct 4, 2022 to Aug 3, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 28, 2022 to Aug 30, 2022factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Jul 18, 2013 to Dec 9, 2021factForm ADV

Dated events

Occurred
Aug 3, 2023
Advisor changed firm
Jonathan T Dunlea left Citizens Securities, Inc. for United Advisors America (registered 2026-09-09)
Form ADVobserved 4 days ago
Occurred
Aug 30, 2022
Advisor changed firm
Jonathan T Dunlea left Fidelity Personal And Workplace Advisors for Citizens Securities, Inc. (registered 2022-10-04)
Form ADVobserved 4 days ago