Timothy Winters Mayben

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2003-02-05

TX RA
APPROVED

Since 2003-02-05

Branch Locations

Plano, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Mayben Company	Dallas	TX	05/2001	Present
United Planners Financial Services	Scottsdale	AZ	01/2003	Present
Timothy W. Mayben	Plano	TX	01/2013	Present

05/2001 → Present

The Mayben Company

Dallas, TX
01/2003 → Present

United Planners Financial Services

Scottsdale, AZ
01/2013 → Present

Timothy W. Mayben

Plano, TX

Other Businesses

1.) THE MAYBEN COMPANY LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - PLANO, TX SINCE 01/2013 - INVESTMENT RELATED 2.) TIMOTHY W. MAYBEN - LICENSED AGENT - NON-VARIABLE INSURANCE - PLANO, TX - SINCE 01/2013 - INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-02-06

S66 Uniform Combined State Law Examination

2001-02-06

Other Names

Tim Mayben

View on SEC IAPD