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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2000-05-02 |
Branch Locations
8127 W. Klamath Court Ste. B, Kennewick, WA 99336 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 03/1997 | Present |
| Gies Associates Llc | Kennewick | WA | 01/2001 | 01/2021 |
| Richland Education Foundation | Richland | WA | 09/2002 | Present |
| Gies Associates Llc | Kennewick | WA | 08/1997 | 01/2021 |
| Tri City Estate Planning Council | Kennewick | WA | 01/2014 | Present |
| Mary Gies | Kennewick | WA | 10/2020 | 04/2023 |
1.) TRI CITY ESTATE PLANNING COUNCIL - MEMBER - GROUP OF ATTORNEYS, CPAS AND INVESTMENT PROFESSIONALS - KENNEWICK, WA - SINCE 01/2014 - NOT INVESTMENT RELATED 2.) SAGEWATER FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - KENNEWICK, WA - SINCE 10/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-14 |
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