DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jenny Lynn Laurita
United Planners' Financial Services Of America A Limited Partnerindependent RIAHenderson, Nv dual registrantIAPD 4372656
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since May 21, 2025
In the industry
23 y
since Sep 2, 2003 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- United Planners' Financial Services Of America A Limited Partner independent RIA currentsince May 21, 2025 · Scottsdale, Az
- Osaic Wealth, Inc. BD affiliatedJun 14, 2024 to May 5, 2025 · West Hartford, Ct
- Securities America Advisors, Inc. formerSep 18, 2020 to Jun 14, 2024 · West Hartford, Ct
- Ssn Advisory, Inc. formerMay 5, 2017 to Sep 18, 2020 · West Hartford, Ct
- Securities America Advisors, Inc. formerJun 15, 2016 to Aug 10, 2016 · Waterbury, Ct
- Advice And Planning Services BD affiliatedJan 2, 2014 to Apr 1, 2015 · Hamden, Ct
- Equitable Advisors, LLC national BDApr 11, 2012 to Dec 10, 2013 · Shelton, Ct
- Voya Financial Advisors, Inc. BD affiliatedJan 3, 2011 to Apr 9, 2012 · Windsor, Ct
- Voya Financial Partners, LLC formerOct 28, 2005 to Jan 3, 2011 · Glastonbury, Ct
- Tower Square Securities, Inc. formerFeb 3, 2005 to Nov 2, 2005 · Glastonbury, Ct
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to United Planners' Financial Services Of America A Limited Partnerleft May 5, 2025, registered May 21, 2025 (16 days) · Affiliated broker-dealer or bank to independent RIA
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- Ssn Advisory, Inc. to Securities America Advisors, Inc.left Sep 18, 2020, registered Sep 18, 2020 (0 days) · corporate re-registration, not a move
- Securities America Advisors, Inc. to Ssn Advisory, Inc.left Aug 10, 2016, registered May 5, 2017 (268 days) · Other
- Advice And Planning Services to Securities America Advisors, Inc.left Apr 1, 2015, registered Jun 15, 2016 (441 days) · Other
- Equitable Advisors, LLC to Advice And Planning Servicesleft Dec 10, 2013, registered Jan 2, 2014 (23 days) · Other
- Voya Financial Advisors, Inc. to Equitable Advisors, LLCleft Apr 9, 2012, registered Apr 11, 2012 (2 days) · Other
- Voya Financial Partners, LLC to Voya Financial Advisors, Inc.left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- Tower Square Securities, Inc. to Voya Financial Partners, LLCleft Nov 2, 2005, registered Oct 28, 2005 (-5 days) · Other
Signals
- Jenny Lynn Laurita left Osaic Wealth, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2025-05-21)May 5, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address