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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-10-16 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
650 E Devon Ave Ste 125, Itasca, IL 60143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkside Holdings, Llc. | Itasca | IL | 07/2005 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 09/2012 | Present |
| Troutman And Associates Inc | Itasca | IL | 04/2004 | Present |
| Troutman & Associates, Inc. | Itasca | IL | 06/1996 | 05/2019 |
| David L Troutman Trust | Wooddale | IL | 07/2013 | Present |
| Troutman Semler Llc | Itasca | IL | 01/2018 | Present |
| Troutman & Associates, Inc | Itasca | IL | 01/2020 | Present |
1.) PARKSIDE HOLDING - MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ITASCA, IL - SINCE 07/2005 - INVESTMENT RELATED 2.) TROUTMAN AND ASSOCIATES INC - PRESIDENT - DBA MARKETING FOR ALL OF OUR SERVICES. ESTATE PLANNING/ELDER CARE PLANNING THROUGH NATION ELDER SERVICES ASSOCIATES ITASCA, IL - SINCE 04/2004 - NOT INVESTMENT RELATED 3.) TROUTMAN & ASSOCIATES, INC. - PRESIDENT - NON-VARIABLE INSURANCE - ITASCA, IL - SINCE 04/2004 - INVESTMENT RELATED 4.) DAVID L TROUTMAN TRUST - SECONDARY TRUSTEE - SECONDARY TRUSTEE ON MY DAD'S TRUST - WOODDALE, IL - SINCE 07/2013 - NOT INVESTMENT RELATED 5.) TROUTMAN SEMLER LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ITASCA, IL - SINCE 01/2018 - INVESTMENT RELATED 6.) licensed insurance agent of Troutman & Associates, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-17 |
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