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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-15 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Provident | Tulare | CA | 05/2004 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 12/2007 | 04/2019 |
| Tulare County Treasury Oversight Committee | Visalia, | CA | 10/2013 | 10/2019 |
| Lippincott Financial & Insurance Services | Tulare | CA | 03/1999 | Present |
| Ministry Partners Securities, Llc | Brea | CA | 04/2019 | 04/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 04/2020 | Present |
| Marc Lippincott | Tulare | CA | 05/1999 | Present |
1.) LIPPINCOTT FINANCIAL & INSURANCE SERVICES - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - TULARE, CA - SINCE 08/2005 - INVESTMENT REALTED 2.) MARC LIPPINCOTT - INSURANCE AGENT - NON-VARIABLE INSURANCE - TULARE, CA - SINCE 05/1999 - INVESTMENT RELATED 3.) ADULT FINANCIAL EDUCATIONAL SERVICES - INSTRUCTOR - TEACHING/COACHING - VISALIA, CA - SINCE 01/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-19 |
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