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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

AuthorityCategoryStatusDate
NV RA APPROVED 2024-09-20
  • NV RA
    APPROVED
    Since 2024-09-20

Branch Locations

North Las Vegas, NV • 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
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
  • 12/1988 → Present
    Edward Scott Laskin, Atty At Law
    East Northport, NY
  • 11/2010 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 08/2001 → 02/2020
    Executive Insurance & Financial Services
    New York, NY
  • 02/1989 → 02/2023
    Ed Laskin / New York Notary
    East Northport, NY
  • 02/2020 → Present
    Ams Retirement Solutions Dba
    Bohemia, NY
  • 02/1989 → 02/2023
    Edward Scott Laskin
    Bohemia, NY
  • 12/1988 → 08/2024
    Edward Scott Laskin, Esq.
    North Las Vegas, NV
  • 09/2001 → Present
    Edward S. Laskin
    North Las Vegas, NV
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-21
  • S66 Uniform Combined State Law Examination
    2001-08-21
Other Names
  • Ed Laskin

View on SEC IAPD

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