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Executive Vice President · United Planners' Financial Services of America A Limited Partner

Sheila June Cuffari-Agasi

CRD 2401020 · Named on Form ADV at one SEC-registered adviser

At a glance

United Planners' Financial Services of America A Limited Partner, an SEC-registered broker-dealer firm based in Scottsdale, AZ with $12.8 billion in regulatory assets, lists Sheila June Cuffari-Agasi on its Form ADV as Executive Vice President, a control person.

Firms and roles

AtlasMembers

Sheila’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2005 (21 years)
Designations
None on file
Exams
Series 63, Series 66
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Sheila’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael A BakerPresident, United Planners' Financial Services of America A Limited Partner
  • Kenneth William Jr OliverioExecutive Vice President, Chief Marketing Officer, United Planners' Financial Services of America A Limited Partner
  • Dave B HauerVice President Compliance, Chief Compliance Officer, United Planners' Financial Services of America A Limited Partner
  • Chad Travis ShindelVice President, Chief Financial Officer (CFO), United Planners' Financial Services of America A Limited Partner

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sheila’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.