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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-18 |
| AZ | RA | APPROVED | 2010-04-27 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 04/2010 | Present |
| Tyson Sterling - Independent Agent | Phoenix | AZ | 04/2010 | Present |
| Arizona Interscholastic Association | Phoenix | AZ | 09/2010 | 09/2024 |
1.) TYSON STERLING - INDEPENDENT INSURANCE AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 4/2001 - INVESTMENT RELATED 2.) JAIMEE ROSE STYLE LLC - ADOPTING EMPLOYER - ADOPTING EMPLOYER OF DEFINED BENEFIT PENSION PLAN - PHOENIX, AZ - SINCE 01/2022 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2001-06-28 |
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