RIA Intelligence

UNITED WEALTH PLANNING, LLC

CRD #238787 SEC #801-106716 GARDEN CITY, NY 516-222-0021
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
1
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
BELLER, KATHRYN, PAYNEICHIEF COMPLIANCE OFFICERNA Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control
DELORENZO, LEEIPRESIDENT AND MANAGERE Control

Registrations

Federal

IA
Jun 26, 2020 REGISTERED

Notice Filings (1)

NY

Address

377 OAK STREET
SUITE 403
GARDEN CITY, NY 11530
United States
Phone: 516-222-0021