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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-11-12 |
Branch Locations
10833 Valley View St. Suite 520, Cypress, CA 90630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale | AZ | 09/2003 | Present |
| Vantaquest | Seal Beach | CA | 05/2012 | 10/2021 |
| Pel & Associates | Cypress | CA | 01/2000 | Present |
| Kari Pel | Cypress | CA | 09/2000 | Present |
1.) VANTAQUEST - WEALTH CONSULTANT - DBA NAME FOR MARKETING PURPOSES ONLY - CYPRESS, CA - SINCE 11/2003 - INVESTMENT RELATED 2.) KARI PEL - INSURANCE AGENT - NON-VARIABLE INSURANCE - CYPRESS, CA - SINCE 09/2000 - INVESTMENT RELATED 3.) PEL & ASSOCIATES - OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/EA - CYPRESS,CA - SINCE 01/2000 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-17 |
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