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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-09-20 |
Branch Locations
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 | 02/2010 | Present |
| The Kenneth & Emelinda Oliverio Family Trust | Phoenix | AZ | 04/2018 | Present |
1.) THE KENNETH & EMELINDA OLIVERIO FAMILY TRUST - CO-TRUSTEE - ACTING IN A FIDUCIARY CAPACITY - PHOENIX, AZ - SINCE 04/2018 - INVESTMENT RELATED 2.) 6816 & 6818 17TH AVE-12, LLC - MEMBER & MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 06/2019 - INVESTMENT RELATED 3.) 815 & 910 MARYLAND -32 & MARLETTE-28, LLC - MEMBER & MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 06/2019 - INVESTMENT RELATED 4.) 1907 & 1911 BERRIDGE-8, LLC - MEMBER & MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 06/2019 - INVESTMENT RELATED 5.) 1919 BERRIDGE-6, LLC - MEMBER & MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 06/2019 - INVESTMENT RELATED 6.) 1932 BERRIDGE-3, LLC - MEMBER & MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 06/2019 - INVESTMENT RELATED 7.) 2041 BERRIDGE-18, LLC - MEMBER & MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 06/2019 - INVESTMENT RELATED 8.) KENNETH WILLIAM OLIVERIO - INSURANCE AGENT - NON-VARIABLE INSURANCE - SCOTTSDALE, AZ - SINCE 11/2024 - INVESTMENT RELATED 9.) OLIVERIO 2024 HOLDINGS OGTS 1 AND 2 LLC - MEMBER & MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 10/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-09 |
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