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United Planners' Financial Services Of America A Limited Partner CRD 20804
$12.8B regulatory AUM 483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Scott Laskin, Atty At Law | East Northport | NY | 12/1988 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 11/2010 | Present |
| Executive Insurance & Financial Services | New York | NY | 08/2001 | 02/2020 |
| Ed Laskin / New York Notary | East Northport | NY | 02/1989 | 02/2023 |
| Ams Retirement Solutions Dba | Bohemia | NY | 02/2020 | Present |
| Edward Scott Laskin | Bohemia | NY | 02/1989 | 02/2023 |
| Edward Scott Laskin, Esq. | North Las Vegas | NV | 12/1988 | 08/2024 |
| Edward S. Laskin | North Las Vegas | NV | 09/2001 | Present |
1.) EDWARD S. LASKIN - AGENT - INSURANCE SALES - SINCE 09/2001 - NORTH LAS VEGAS, NV - INVESTMENT RELATED 2.) AMS RETIREMENT SOLUTIONS DBA - AGENT - DBA NAME FOR MARKETING PURPOSES ONLY - BOHEMIA, NY - SINCE 02/2020 - INVESTMENT RELATED 3.) CLUB ALIANTE HOA BOARD - VICE PRESIDENT HOA BOARD - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - NORTH LAS VEGAS, NV - SINCE 11/2020 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-21 |
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