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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
1595 Selby Avenue #213, St. Paul, MN 55104 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2003 | 12/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2013 | 12/2024 |
| United Planners Financial Services | Scottsdale | AZ | 12/2024 | Present |
1.) ORACLE FINANCIAL PLANNERS LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - ST. PAUL, MN - SINCE 01/2004 - INVESTMENT RELATED 2.) JOHN SEVERY-HOVEN - NOTARY - NOTARY - ST. PAUL, MN - SINCE 06/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-28 |
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