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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
3156 Elua St., Lihue, HI 96766 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scf Investment Advisors, Inc. | Fresno | CA | 11/2013 | 08/2024 |
| United Planners | Scottsdale | AZ | 08/2024 | Present |
1.) CAPITAL ASSET MANAGEMENT LLC - PRESIDENT - TAX FLOW-THROUGH LLC - KAPAA, HI - SINCE 07/2009 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-14 |
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