UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD #20804 SEC #801-57198 SCOTTSDALE, AZ 480-991-0225

SEC Registered Broker-Dealer Disclosures

Total AUM

$10.6B

Discretionary

$578.9M

Employees

614

Clients

101

Accounts

41,834

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Partnership
State of Formation: Arizona
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 26, 2025
Branch Offices: 209

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	EXECUTIVE VICE PRESIDENT FINANCE, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
BAKER, MICHAEL A	I	PRESIDENT	NA	Control
BAKER, MICHAEL A	I	CHIEF EXECUTIVE OFFICE (CEO)	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
CUFFARI-AGASI, SHEILA JUNE	I	EXECUTIVE VICE PRESIDENT	NA	Control
GEBERT, JULIE JANE	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
GEBERT, JULIE JANE	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
GEBERT, JULIE JANE	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
GEBERT, JULIE JANE	I	CHEIF COMPLIANCE OFFICER (CCO)	NA	Control
GEBERT, JULIE JANE	I	CHEIF COMPLIANCE OFFICER (CCO)	NA	Control
GEBERT, JULIE JANE	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
GEBERT, JULIE JANE	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
GEBERT, JULIE JANE	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
GEBERT, JULIE JANE	I	CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HALL, DOUGLAS CHRISTOPHER	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER (CCO)	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
HAUER, DAVE B	I	VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, DIRECTOR OF UPG	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVER, THOMAS HENRY	I	PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMETN ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMETN ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMENT ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMENT ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMENT ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMENT ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMENT ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMENT ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	VICE PRESIDENT, INVESTMENT ADVISORY SERVICES	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	SVP, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
OLIVERIO, KENNETH WILLIAM JR	I	EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SCHAEFER, THOMAS CARL	I	EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, CHAD TRAVIS	I	VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	EXECUTIVE VICE PRESIDENT	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
SHINDEL, DAVID ALAN	I	CHIEF EXECUTIVE OFFICER (CEO)	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
VERNIA, JEANNETTE ANN	I	VICE PRESIDENT, MARKETING	NA	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	E	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control
UNITED PLANNERS' GROUP, INC.	DE	GENERAL PARTNER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
BAKER, MICHAEL A	I	UNITED PLANNERS GROUP, INC	F	Control
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
CUFFARI-AGASI, SHEILA JUNE	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
OLIVERIO, KENNETH WILLIAM JR	I	UNITED PLANNERS GROUP, INC	F
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, CHAD TRAVIS	I	UNITED PLANNERS GROUP, INC	F	Control
SHINDEL, TRICIA THIEL	I	ESTATE OF DAVID A SHINDEL	F	Control
SHINDEL, TRICIA THIEL	I	ESTATE OF DAVID A SHINDEL	F	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE CORP.	DE	PACIFIC LIFE INSURANCE CO.	E	Control
PACIFIC LIFE INSURANCE CO	DE	PACIFIC SELECT GROUP, LLC.	E	Control
PACIFIC LIFE INSURANCE CO	DE	PACIFIC SELECT GROUP, LLC.	E	Control
PACIFIC LIFE INSURANCE CO	DE	PACIFIC SELECT GROUP, LLC.	E	Control
PACIFIC LIFE INSURANCE CO	DE	PACIFIC SELECT GROUP, LLC.	E	Control
PACIFIC LIFE INSURANCE CO	DE	PACIFIC SELECT GROUP, LLC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC SELECT DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC SELECT DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC SELECT DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC SELECT DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC LIFE INSURANCE CO.	DE	PACIFIC MUTUAL DISTRIBUTORS, INC.	E	Control
PACIFIC MUTUAL HOLDING COMPANY	DE	PACIFIC LIFE CORP	E	Control
PACIFIC MUTUAL HOLDING COMPANY	DE	PACIFIC LIFE CORP	E	Control
PACIFIC MUTUAL HOLDING COMPANY	DE	PACIFIC LIFE CORP	E	Control
PACIFIC MUTUAL HOLDING COMPANY	DE	PACIFIC LIFE CORP	E	Control
PACIFIC MUTUAL HOLDING COMPANY	DE	PACIFIC LIFE CORP	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	PACIFIC LIFE CORP.	E	Control
PACIFIC SELECT DISTRIBUTORS, INC.	DE	UNITED PLANNERS' GROUP, INC.	E	Control
PACIFIC SELECT GROUP, LLC	DE	UNITED PLANNERS GROUP, INC	E	Control
PACIFIC SELECT GROUP, LLC	DE	UNITED PLANNERS GROUP, INC	E	Control
PACIFIC SELECT GROUP, LLC	DE	UNITED PLANNERS GROUP, INC	E	Control
PACIFIC SELECT GROUP, LLC	DE	UNITED PLANNERS GROUP, INC	E	Control
PACIFIC SELECT GROUP, LLC	DE	UNITED PLANNERS GROUP, INC	E	Control
WESTERN FINANCIAL HOLDINGS, LLC	DE	UNITED PLANNERS' GROUP, INC.	E	Control
WESTERN FINANCIAL HOLDINGS, LLC	DE	UNITED PLANNERS' GROUP, INC.	E	Control
ESTATE OF DAVID A. SHINDEL	DE	UNITED PLANNERS GROUP, INC	C
ESTATE OF DAVID A. SHINDEL	DE	UNITED PLANNERS GROUP, INC	C
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
OLIVER, THOMAS HENRY	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control
SHINDEL, DAVID ALAN	I	UNITED PLANNERS GROUP, INC	C	Control

Registrations

Federal

Nov 26, 2025 REGISTERED

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