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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-30 |
| CA | RA | APPROVED | 2006-02-15 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Sherman Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 02/2006 | Present |
| Herman Nainkin | Los Angeles | CA | 07/2016 | 07/2019 |
| Fortress Financial Services Llc | Los Angeles | CA | 02/2006 | Present |
| Jake Jordan Music | Sherman Oaks | CA | 04/2011 | Present |
| Fortress Financial Services Llc | Los Angeles | CA | 02/2006 | Present |
| Herman Nainkin | Sherman Oaks | CA | 02/2006 | Present |
1.) FORTRESS FINANCIAL SERVICES, LLC - CEO - NON-VARIABLE INSURANCE - LOS ANGELES, CA - SINCE 02/2006 - NOT INVESTMENT RELATED 2.) JAKE JORDAN MUSIC - MUSICIAN - MUSIC BRAND MANAGEMENT - SHERMAN OAKS, CA - SINCE 04/2011 - NOT INVESTMENT RELATED 3.) HERMAN NAINKIN - INSURANCE AGENT - NON-VARIABLE INSURANCE - SHERMAN OAKS, CA - SINCE 02/2006 - INVESTMENT RELATED 4.) FORTRESS FINANCIAL SERVICES LLC - CEO - DBA MARKETING PURPOSES - LOS ANGELES, CA - SINCE 02/03/2006 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-04 |
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