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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

245 Main Street Ste. 200, Chester, NJ 07930 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Henderson & Neuberg, Llc- Cpa Firm Chester NJ 07/1982 Present
Advanced Planning Group Chester NJ 01/2002 Present
Bcg Securities Delran NJ 09/2012 05/2023
The Investment Center, Inc. Chester NJ 05/2023 03/2025
Ic Advisory Services, Inc. Chester NJ 05/2023 03/2025
United Planners Financial Services Scottsdale AZ 03/2025 Present
Peter Neuberg Chester NJ 09/1998 Present
  • 07/1982 → Present
    Henderson & Neuberg, Llc- Cpa Firm
    Chester, NJ
  • 01/2002 → Present
    Advanced Planning Group
    Chester, NJ
  • 09/2012 → 05/2023
    Bcg Securities
    Delran, NJ
  • 05/2023 → 03/2025
    The Investment Center, Inc.
    Chester, NJ
  • 05/2023 → 03/2025
    Ic Advisory Services, Inc.
    Chester, NJ
  • 03/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 09/1998 → Present
    Peter Neuberg
    Chester, NJ
Previous Registrations
  • 2023-06-02 → 2025-03-03
    Ic Advisory Services, Inc.
    Chester, NJ
    Bedminster, NJ
  • 2012-09-14 → 2023-05-15
    Chester, NJ
    Cherry Hill, NJ
    Cherry Hill, NJ
    Chester, NJ
  • 2002-05-22 → 2012-09-26
    Chester, NJ
    Parsippany, NJ
  • 2004-11-10 → 2005-04-06
    Advanced Planning Group
    Parsippany, NJ
Other Businesses

1.) HENDERSON & NEUBERG, LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - CHESTER, NJ - SINCE 07/1995 - INVESTMENT RELATED 2.) PETER NEUBERG - AGENT - NON-VARIABLE INSURANCE - CHESTER, NJ - SINCE 09/1998 - INVESTMENT RELATED 3.) HENDERSON & NEUBERG, LLC - OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - CHESTER, NJ - SINCE 07/1982 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-24
S63 Uniform Securities Agent State Law Examination 1998-06-29
  • S65 Uniform Investment Adviser Law Examination
    2001-01-24
  • S63 Uniform Securities Agent State Law Examination
    1998-06-29
Designations

View on SEC IAPD

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