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Joseph Zachary

United Planners' Financial Services Of America A Limited Partner

Conroe, TX

Scottsdale, AZ

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-10
AZ RA APPROVED 2011-04-07
  • TX RA
    APPROVED_RES
    Since 2026-04-10
  • AZ RA
    APPROVED
    Since 2011-04-07

Branch Locations

Conroe, TX • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 03/2011 Present
  • 03/2011 → Present
    United Planners' Financial Services
    Scottsdale, AZ
Previous Registrations
  • 2008-03-31 → 2010-10-28
    New England Securities
    Fairfield, NJ
  • 2005-08-31 → 2006-09-30
    Trend Trader, Llc
    Scottsdale, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-11
S63 Uniform Securities Agent State Law Examination 2004-10-11
  • S66 Uniform Combined State Law Examination
    2005-08-11
  • S63 Uniform Securities Agent State Law Examination
    2004-10-11

View on SEC IAPD

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