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
Timothy Robert Selvey
United Planners' Financial Services Of America A Limited Partnerindependent RIAScottsdale, Azdual registrantIAPD 6490891
Feed of 09/14/2026
Also filed as Tim Selvey
At current firm
3 y
since May 15, 2023
In the industry
11 y
since Jul 28, 2015 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
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 May 15, 2023 · Scottsdale, Az
- U.S. Bancorp Investments, Inc. formerMay 11, 2022 to May 11, 2023 · Phoenix, Az
- Woodbury Financial Services, Inc. formerNov 14, 2018 to Jun 2, 2022 · Oakdale, Mn
- Fsc Securities Corporation formerNov 14, 2018 to Jun 2, 2022 · Atlanta, Ga
- Osaic Wealth, Inc. BD affiliatedNov 14, 2018 to Jun 2, 2022 · Scottsdale, Az
- Sagepoint Financial, Inc. formerOct 22, 2018 to Jun 2, 2022 · Scottsdale, Az
- Kestra Advisory Services, LLC BD affiliatedMay 9, 2016 to Sep 26, 2018 · Austin, Tx
- Nfp Advisor Services, LLC formerMay 9, 2016 to Sep 22, 2016 · Austin, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 29, 2015 to Nov 2, 2015 · Chandler, Az
Moves
a registration end followed by a registration begin elsewhere
- U.S. Bancorp Investments, Inc. to United Planners' Financial Services Of America A Limited Partnerleft May 11, 2023, registered May 15, 2023 (4 days) · Affiliated broker-dealer or bank to independent RIA
- Osaic Wealth, Inc. to Woodbury Financial Services, Inc.left Jun 2, 2022, registered Nov 14, 2018 (-1296 days) · Affiliated broker-dealer or bank to another
- Sagepoint Financial, Inc. to Woodbury Financial Services, Inc.left Jun 2, 2022, registered Nov 14, 2018 (-1296 days) · channel change inside one enterprise, not a move
- Fsc Securities Corporation to Osaic Wealth, Inc.left Jun 2, 2022, registered Nov 14, 2018 (-1296 days) · channel change inside one enterprise, not a move
- Woodbury Financial Services, Inc. to Fsc Securities Corporationleft Jun 2, 2022, registered Nov 14, 2018 (-1296 days) · channel change inside one enterprise, not a move
- Kestra Advisory Services, LLC to Sagepoint Financial, Inc.left Sep 26, 2018, registered Oct 22, 2018 (26 days) · Affiliated broker-dealer or bank to another
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered May 9, 2016 (-136 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Nfp Advisor Services, LLCleft Nov 2, 2015, registered May 9, 2016 (189 days) · Other
Signals
- Timothy Robert Selvey left U.S. Bancorp Investments, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2023-05-15)May 11, 2023 · Advisor changed firm · fact
- Timothy Robert Selvey left Osaic Wealth, Inc. for Woodbury Financial Services, Inc. (registered 2018-11-14)Jun 2, 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address