David Joseph Chalmers

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2017-10-16

NJ RA
APPROVED

Since 2017-10-16

Branch Locations

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

701 White Horse Road Suite 1, Voorhees, NJ 08043 • United States

Disclosures

1 disclosure category 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 No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Haddon Agency Llc.	Haddon Township	NJ	10/2009	Present
David Chalmers - Notary	Haddon Township	NJ	06/2010	09/2016
David Haddon - Commercial Property	Haddon Township	NJ	03/2007	Present
Haddon Financial Solutions	Haddon Township	NJ	11/2012	Present
Summit Brokerage Services	Haddon	NJ	09/2015	10/2017
United Planners' Financial Services Of America	Scottsdale	AZ	10/2017	Present
David Chalmers Public Notary	Haddon Township	NJ	10/2017	Present
David Chalmers (323 Haddon Ave Llc)	Haddon Twonship	NJ	02/2008	01/2023

10/2009 → Present

Haddon Agency Llc.

Haddon Township, NJ
06/2010 → 09/2016

David Chalmers - Notary

Haddon Township, NJ
03/2007 → Present

David Haddon - Commercial Property

Haddon Township, NJ
11/2012 → Present

Haddon Financial Solutions

Haddon Township, NJ
09/2015 → 10/2017

Summit Brokerage Services

Haddon, NJ
10/2017 → Present

United Planners' Financial Services Of America

Scottsdale, AZ
10/2017 → Present

David Chalmers Public Notary

Haddon Township, NJ
02/2008 → 01/2023

David Chalmers (323 Haddon Ave Llc)

Haddon Twonship, NJ

Previous Registrations

2015-10-16 → 2017-10-24

Cetera Investment Advisers Llc

Haddon Township, NJ
2013-10-03 → 2015-11-13

J P Turner & Company Capital Management, Llc

Haddon Twp, NJ
2011-03-12 → 2013-10-28

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ

Haddon Township, NJ
2008-04-22 → 2011-07-19

Financial Planning Associates,Inc.

Cherry Hill, NJ
2007-01-29 → 2008-04-23

Liberty State Wealth Management, Inc.

Cherry Hill, NJ
2006-12-04 → 2006-12-31

Liberty State Wealth Management, Inc.

Marlton, NJ

Other Businesses

1.) DAVID CHALMERS - NOTARY - HADDON TOWNSHIP, NJ - SINCE 10/2017 - NOT INVESTMENT RELATED 2.) HADDON AGENCY LLC - PRINCIPAL/PRODUCER - NON-VARIABLE INSURANCE - HADDON TOWNSHIP, NJ - SINCE 10/2009 - INVESTMENT RELATED 3.) HADDON FINANCIAL SOLUTIONS - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - HADDON TOWNSHIP, NJ - SINCE 10/2013 - INVESTMENT RELATED 4.) 7 SOMETHING LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - VOORHEES, NJ - SINCE 09/2022 - INVESTMENT RELATED 5.) HADDON ADVISORY GROUP - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - VOORHEES, NJ - SINCE 10/2022 - INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-10-05
S63	Uniform Securities Agent State Law Examination	1997-11-25

S65 Uniform Investment Adviser Law Examination

2006-10-05
S63 Uniform Securities Agent State Law Examination

1997-11-25

Other Names

David J Chalmers
David Chalmers

View on SEC IAPD

Current Employers

United Planners' Financial Services Of America A Limited Partner

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews