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United Planners' Financial Services Of America A Limited Partner CRD 20804
$12.8B regulatory AUM 483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-08-17 |
Branch Locations
8535 E Hartford Dr #108, Scottsdale, AZ 85255 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'MAlley & Berberich Cpas Pc | Scottsdale | AZ | 05/2001 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 07/2015 | Present |
1- O'MALLEY & BERBERICH CPAS PC - PARTNER/CPA - ACCOUNTING, TAX PREP, BUSINESS CONSULTING SINCE 05/2001 - NOT INVESTMENT RELATED, SCOTTSDALE,AZ.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
| S66 | Uniform Combined State Law Examination | 2005-10-06 |
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