Carl Woodson Winfree

Firm joining United Planners' Financial Services of America A Limited Partner
Firm leaving ValMark Securities, Inc.
Adviser(s) location Pickerington, OH
Date August 23, 2019

Latest Moves to United Planners' Financial Services of America A Limited Partner

Adviser(s) Date
Patrick D. PortmanAugust 23, 2019
Gary Scott SmithAugust 23, 2019
John M. LynchAugust 23, 2019

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