# SZABLIS M KLEE

SZABLIS M KLEE is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2020-01-16 | present | Yes |
| [CONCOURSE FINANCIAL GROUP SECURITIES, INC.](https://search.stillhousedata.com/firm/15708) | 2011-12-02 | 2020-02-10 | — |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2006-08-23 | 2011-11-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4146503)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4146503.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.