Sheila June Cuffari-Agasi appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Sheila June Cuffari-Agasi appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-26 | Form ADV | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | EXECUTIVE VICE PRESIDENT | SCOTTSDALE, AZ |