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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 | 2026-07-28 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
800 Howe Ave. Ste. 160, Sacramento, CA 95825 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Sacramento | CA | 12/2009 | 07/2026 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 07/2026 | Present |
| Brian Scott Linde | Sacramento | CA | 05/2011 | Present |
1.) BRIAN SCOTT LINDE - OWNER - NON-VARIABLE INSURANCE - SACRAMENTO, CA - SINCE 05/2011 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-30 |
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