| Name: | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA, A LIMITED PARTNERSHIP |
| Jurisdiction: | Idaho |
| Legal type: | Foreign Limited Partnership |
| Status: | Active-Current |
| Date of registration: | 15 Jan 2008 (17 years ago) |
| Financial Date End: | 31 Jan 2026 |
| Entity Number: | 32897 |
| Place of Formation: | ARIZONA |
| File Number: | 32897 |
| Principal Address: | 7333 E DOUBLETREE RANCH RD STE 120 SCOTTSDALE, AZ 85258 |
| Mailing Address: | STE 101 7333 E DOUBLETREE RANCH RD SCOTTSDALE, AZ 85258-2000 |
| Name | Role | Address |
|---|---|---|
| PRENTICE-HALL CORPORATION SYSTEM, INC. (THE) | Agent | 1305 12TH AVE RD, NAMPA, ID 83686 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| Kenneth William Oliverio | Officer | 1631 E. KATHLEEN ROAD, PHOENIX, AZ 85022 | 2024-01-02 | 2024-01-02 |
| UNITED PLANNERS' GROUP, INC. | Officer | 7333 E DOUBLETREE RANCH RD, SCOTTSDALE, AZ 85258-2000 | 2024-01-02 | 2024-01-02 |
| MICHAEL A. BAKER | Officer | 13120 E. CIBOLA RD, SCOTTSDALE, AZ 85259 | 2023-01-06 | No data |
| Chad T. Shindel | Officer | 7570 E. LARKSPUR DRIVE, SCOTTSDALE, AZ 85260 | 2024-01-02 | 2024-01-02 |
| Sheila J. Cuffari-Agasi | Officer | 7333 E DOUBLETREE RANCH RD, SCOTTSDALE, AZ 85258-2000 | 2024-01-02 | 2024-01-02 |
| MICHAEL A BAKER | Officer | 7333 E DOUBLETREE RANCH RD STE 120, SCOTTSDALE, AZ 85258 | 2020-12-29 | 2023-01-06 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0006029565 | 2024-12-18 |
| Annual Report | 0005532956 | 2024-01-02 |
| Annual Report | 0005055637 | 2023-01-06 |
| Registered Agent Name/Address Change (mass change) | 0004648253 | 2022-03-08 |
| Annual Report | 0004578069 | 2022-01-21 |
Date of last update: 01 May 2025
Sources: Idaho Secretary of State
