David Allen Rhodes

Current Employers

Employment History

• 08/2014 → 06/2017
  Parkland Securities, Llc
  Ann Arbor, MI
• 06/2017 → 05/2024
  Scf Securities, Inc.
  Fresno, CA
• 06/2017 → 05/2024
  Scf Investment Advisors, Inc.
  Fresno, CA
• 05/2024 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 08/1990 → Present
  David Allen Rhodes
  Mt. Juliet, TN

Previous Registrations

• 2017-06-14 → 2024-06-04
  Scf Investment Advisors, Inc.
  Mt. Juliet, TN
  San Diego, CA
  Mt Juliet, TN
  Mt. Juliet, TN
• 2012-09-28 → 2017-06-15
  Spc
  Mount Juliet, TN
  Ann Arbor, MI
• 2009-01-06 → 2012-09-21
  Trustcore Financial Services, Llc
  Brentwood, TN
• 2001-11-29 → 2008-12-31
  Financial Planning Corporation
  North Palm Beach, FL

Other Businesses

1.) MT. JULIET NOON ROTARY - SECRETARY - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - MT. JULIET, TN - SINCE 07/2023 - NOT INVESTMENT RELATED 2.) CELEBRATION LUTHERAN CHURCH - PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - MT. JULIET, TN - SINCE 01/2024 - NOT INVESTMENT RELATED 3.) MT. JULIET ADVISORS, LLC - MANAGING MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - MT. JULIET, TN - SINCE 02/2016 - INVESTMENT RELATED 4.) DAVID ALLEN RHODES - GENERAL AGENT - NON-VARIABLE INSURANCE - MT. JULIET, TN - SINCE 08/1990 - INVESTMENT RELATED 5.) DAVID RHODES - TN NOTARY - NOTARY - MT. JULIET, TN - SINCE 05/2025 - NOT INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-05-17
• S65 Uniform Investment Adviser Law Examination
  1996-05-17

Designations