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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
WI RA APPROVED 2018-05-18
  • WI RA
    APPROVED
    Since 2018-05-18

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments Wausau WI 10/2010 04/2018
Lpl Financial Llc Wausau WI 02/2018 04/2018
United Planners Financial Services Of America Scottsdale AZ 04/2018 Present
Bradle Tax Services Minocqua WI 10/2010 04/2026
Arbonne International Minocqua WI 04/2012 Present
Linda Bradle Minocqua WI 01/2018 08/2021
Linda Bradle (Landlord) Minocqua WI 10/2011 06/2023
Bradle Tax Services Minocqua WI 10/2010 04/2026
  • 10/2010 → 04/2018
    Sii Investments
    Wausau, WI
  • 02/2018 → 04/2018
    Wausau, WI
  • 04/2018 → Present
    United Planners Financial Services Of America
    Scottsdale, AZ
  • 10/2010 → 04/2026
    Bradle Tax Services
    Minocqua, WI
  • 04/2012 → Present
    Arbonne International
    Minocqua, WI
  • 01/2018 → 08/2021
    Linda Bradle
    Minocqua, WI
  • 10/2011 → 06/2023
    Linda Bradle (Landlord)
    Minocqua, WI
  • 10/2010 → 04/2026
    Bradle Tax Services
    Minocqua, WI
Previous Registrations
  • 2018-02-14 → 2018-05-15
    Wausau, WI
  • 2010-10-11 → 2018-02-14
    Sii Investments, Inc.
    Tomahawk, WI
    Wausau, WI
  • 2003-11-07 → 2010-10-13
    Green Bay, WI
    Laona, WI
    Minocqua, WI
Other Businesses

1.) ARBONNE INTERNATIONAL - CONSULTANT - SKINCARE AND NUTRITION - MINOCQUA, WI - SINCE 04/2012 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-04-08
  • S63 Uniform Securities Agent State Law Examination
    1998-04-08
Other Names
  • Linda Jean Baldwin
  • Linda Jean Zeitler
  • Linda Jean Jevorutsky
  • Linda J Dereszynski
  • Linda Jean Dereszynski

View on SEC IAPD

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