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UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, LIMITED PARTNERSHIP

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Company Details

Name: UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, LIMITED PARTNERSHIP
Legal type: Foreign ULPA Limited Partnership
Status: Active
Standing: Good
File Date: 18 Aug 1997 (28 years ago)
Authority Date: 18 Aug 1997 (28 years ago)
Last Annual Report: 12 Jun 2024 (a year ago)
Organization Number: 0437294
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
Principal Office: 7333 E Doubletree Ranch Rd, Suite 101, Scottsdale, AZ 85258
Place of Formation: ARIZONA

General Partner

Name Role
Sheila J Cuffari-Agasi General Partner
United Planners' Group, Inc. General Partner
UNITED PLANNERS GROUP, I General Partner
Kenneth William Oliverio General Partner
Michael A Baker General Partner
Chad T Shindel General Partner

Registered Agent

Name Role
CORPORATION SERVICE COMPANY Registered Agent

Filings

Name File Date
Annual Report 2024-06-12
Principal Office Address Change 2023-06-08
Annual Report 2023-06-08
Annual Report 2022-06-20
Annual Report 2021-06-14

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Sources: Kentucky Secretary of State