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Detailed Report
WALLACE JOHN VOEGE
CRD#: 455229
IA
Investment Adviser
B
Broker
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERCRD#: 20804 2555 ENTERPRISE RD.
STE. 6
CLEARWATER, FL 33761
Registration History
1970197519801985199019952000200520102015202020252 FIRMS2020 - 2021 (<1 year)2 FIRMS2021 - Present (3 years)BINVESTACORP, INC. (CRD# 7684)1985 - 2020 (35 years)BINTEGRATED RESOURCES EQUITY CO... (CRD# 6403)1979 - 1985 (6 years)BCHUBB SECURITIES CORPORATION (CRD# 3870)1978 - 1979 (<1 year)BLUTHERAN BROTHERHOOD SECURITIE... (CRD# 4205)1970 - 1978 (7 years)IAINVESTACORP ADVISORY SERVICES INC (CRD# 109011)2004 - 2020 (15 years)
License(s)

State Registrations

B
Florida 4/26/2021
IA
Florida 4/27/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804)
2555 ENTERPRISE RD. STE. 6, CLEARWATER, FL 33761
Registered with this firm since 4/27/2021
B
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804)
2555 ENTERPRISE RD. STE. 6, CLEARWATER, FL 33761
Registered with this firm since 4/26/2021
Previous Registration(s)
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IA
 07/17/2020 - 04/26/2021 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) CLEARWATER, FL
B
 07/17/2020 - 04/26/2021 SECURITIES AMERICA, INC. (CRD#:10205) CLEARWATER, FL
IA
 09/21/2004 - 07/17/2020 INVESTACORP ADVISORY SERVICES INC (CRD#:109011) CLEARWATER, FL
B
 04/18/1985 - 07/17/2020 INVESTACORP, INC. (CRD#:7684) CLEARWATER, FL
B
 04/04/1979 - 04/29/1985 INTEGRATED RESOURCES EQUITY CORPORATION (CRD#:6403)
B
 05/17/1978 - 04/15/1979 CHUBB SECURITIES CORPORATION (CRD#:3870)
B
 09/09/1970 - 02/06/1978 LUTHERAN BROTHERHOOD SECURITIES CORP. (CRD#:4205)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.