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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Securities America, Inc. | Gilbert | AZ | 01/2014 | 05/2022 |
| Securities America Advisors, Inc. | Gilbert | AZ | 01/2014 | 05/2022 |
| Jazzercise Inc. - Franchisee | Gilbert | AZ | 02/2003 | Present |
| Investor Securities Group, Inc. | Hampton | VA | 02/2014 | 05/2022 |
| United Planners Financial Services | Scottsdale | AZ | 05/2022 | 07/2023 |
| Eide Bailly Agency | Gilbert | AZ | 05/2022 | 10/2024 |
| Eide Bailly Wealth | Gilbert | AZ | 05/2022 | 10/2024 |
| Eide Bally Advisors, Llc. | Gilbert | AZ | 05/2022 | 10/2024 |
| Eide Bailly Securities, Llc. | Fargo | ND | 02/2024 | 04/2024 |
| United Planners Financial Services | Scottsdale | AZ | 10/2024 | Present |
1.) ANDREA NELSON - INSURANCE AGENT - NON-VARIABLE INSURANCE - GILBERT, AZ - SINCE 04/2003 - INVESTMENT RELATED 2.) JAZZERCISE FRANCHISEE - FITNESS INSTRUCTOR - FITNESS - GILBERT, AZ - SINCE 02/2003 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-25 |
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