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
Kurt Ryan Davis
United Planners' Financial Services Of America A Limited Partnerindependent RIAScottsdale, Az dual registrantIAPD 4485309
Feed of 09/14/2026
At current firm
1 y
since Jan 2, 2025
In the industry
23 y
since Dec 20, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- United Planners' Financial Services Of America A Limited Partner independent RIA currentsince Jan 2, 2025 · Mt. Clemens, Mi
- Ameritas Advisory Services, LLC BD affiliatedSep 28, 2022 to Jan 6, 2025 · Clinton Twp, Mi
- Regal Investment Advisors LLC BD affiliatedAug 10, 2021 to Sep 29, 2022 · Kentwood, Mi
- Esi Financial Advisors independent RIAJun 20, 2019 to Jan 4, 2021 · Clinton Township, Mi
- MML Investors Services, LLC BD affiliatedFeb 6, 2018 to Jun 21, 2019 · Clinton Township, Mi
- Pruco Securities, LLC no RAUMMar 28, 2017 to Nov 27, 2017 · Troy, Mi
Moves
a registration end followed by a registration begin elsewhere
- Ameritas Advisory Services, LLC to United Planners' Financial Services Of America A Limited Partnerleft Jan 6, 2025, registered Jan 2, 2025 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Regal Investment Advisors LLC to Ameritas Advisory Services, LLCleft Sep 29, 2022, registered Sep 28, 2022 (-1 days) · Affiliated broker-dealer or bank to another
- Esi Financial Advisors to Regal Investment Advisors LLCleft Jan 4, 2021, registered Aug 10, 2021 (218 days) · Affiliated broker-dealer or bank to another
- MML Investors Services, LLC to Esi Financial Advisorsleft Jun 21, 2019, registered Jun 20, 2019 (-1 days) · Affiliated broker-dealer or bank to another
- Pruco Securities, LLC to MML Investors Services, LLCleft Nov 27, 2017, registered Feb 6, 2018 (71 days) · Other
Signals
- Kurt Ryan Davis left Ameritas Advisory Services, Llc for United Planners' Financial Services Of America A Limited Partner (registered 2025-01-02)Jan 6, 2025 · Advisor changed firm · fact
- Kurt Ryan Davis left Regal Investment Advisors Llc for Ameritas Advisory Services, Llc (registered 2022-09-28)Sep 29, 2022 · 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