# EDGAR Filing Document

**Accession Number:** 0000820694
**File Stem:** 9999999997-23-001538
**Filing Date:** 2023-2
**Character Count:** 1630
**Document Hash:** adc9c0a8179535626f61f6ee2e61b2d5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**9999999997-23-001538.hdr.sgml**: 20230407

**ACCESSION NUMBER**: 9999999997-23-001538

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230221

**DATE AS OF CHANGE**: 20230407

**EFFECTIVENESS DATE**: 20230221

**PERIOD START**: 20220101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
- **CENTRAL INDEX KEY:** 0000820694
- **IRS NUMBER:** 860588303
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-38485
- **FILM NUMBER:** 23000614

**BUSINESS ADDRESS:**
- **STREET 1:** 7333 E. DOUBLETREE RANCH ROAD #120
- **STREET 2:** #120
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85258-2023
- **BUSINESS PHONE:** 480-991-0225

**MAIL ADDRESS:**
- **STREET 1:** P.O. BOX 5750
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85261-5750

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PAR
- **DATE OF NAME CHANGE:** 20020321

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PAR
- **DATE OF NAME CHANGE:** 20020321

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** UNITED PLANNERS FINANCIAL SERVICES OF AMERICA A LP      /BD
- **DATE OF NAME CHANGE:** 20020320

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This document was generated as part of a paper submission.
Please reference the Document Control Number 23000614 for access to the original document.

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