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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
OR RA APPROVED 2025-01-16
  • OR RA
    APPROVED
    Since 2025-01-16

Branch Locations

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

210 West 8Th St, Medford, OR 97501 • United States

116 Ne Manzanita Avenue, Grants Pass, OR 97526 • 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
Self-Employed Medford OR 05/2011 08/2017
Voya Financial Advisors Medford OR 09/2014 06/2024
Lewis Stefani Group Portland OR 04/2024 06/2024
United Planners Scottsdale AZ 06/2024 Present
Rental Property Medford OR 04/2018 Present
Legal Guardian Per Oregon Dhs Medford OR 04/2021 Present
Poshmark Medford OR 05/2021 Present
Books Of Hope Medford OR 11/2023 Present
Etsy Medford OR 04/2018 Present
Magen L Fong Medford OR 08/2020 Present
Oregon Hb4086 Committee Medford OR 02/2025 07/2025
Amazon Sales Medford OR 02/2025 06/2026
  • 05/2011 → 08/2017
    Self-Employed
    Medford, OR
  • 09/2014 → 06/2024
    Voya Financial Advisors
    Medford, OR
  • 04/2024 → 06/2024
    Lewis Stefani Group
    Portland, OR
  • 06/2024 → Present
    United Planners
    Scottsdale, AZ
  • 04/2018 → Present
    Rental Property
    Medford, OR
  • 04/2021 → Present
    Legal Guardian Per Oregon Dhs
    Medford, OR
  • 05/2021 → Present
    Poshmark
    Medford, OR
  • 11/2023 → Present
    Books Of Hope
    Medford, OR
  • 04/2018 → Present
    Etsy
    Medford, OR
  • 08/2020 → Present
    Magen L Fong
    Medford, OR
  • 02/2025 → 07/2025
    Oregon Hb4086 Committee
    Medford, OR
  • 02/2025 → 06/2026
    Amazon Sales
    Medford, OR
Previous Registrations
  • 2013-05-21 → 2024-06-24
    Irvine, CA
    Carson City, NV
    Portland, OR
    Medford, OR
    Medford, OR
    Portland, OR
    Medford, OR
    Medford, OR
  • 2009-11-02 → 2011-06-06
    Summit Financial Group Inc
    Medford, OR
  • 2009-01-02 → 2009-04-06
    Medford, OR
    Saint Petersburg, FL
  • 2008-10-06 → 2009-01-02
    Raymond James Financial Services, Inc.
    Ashland, OR
Other Businesses

1.) RENTAL PROPERTY - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MEDFORD, OR - SINCE 04/2018 - NOT INVESTMENT RELATED 2.) BOOKS OF HOPE - KINDLE DIRECT PUBLISHING USER - BOOK SALES - MEDFORD, OR - SINCE 11/2023 - NOT INVESTMENT RELATED 3.) LEGAL GUARDIAN PER OREGON DHS - LEGAL GUARDIAN - LEGAL GUARDIAN FOR CHILDREN - MEDFORD, OR - SINCE 04/2021 - NOT INVESTMENT RELATED 4.) POSHMARK - SELLER - ONLINE CLOTHING SALES - MEDFORD, OR - SINCE 05/2021 - NOT INVESTMENT RELATED 5.) OREGON GUARDIANSHIP AND CONSERVATORSHIP - GUARDIAN/CONSERVATOR - GUARDIANSHIP/CONSERVATORSHIP - MEDFORD, OR - SINCE 10/2023 - INVESTMENT RELATED 6.) THE THELANDER TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - MEDFORD, OR - SINCE 05/2021 - NOT INVESTMENT RELATED 7.) MAGEN L FONG - INSURANCE AGENT - NON-VARIABLE INSURANCE - MEDFORD, OR - SINCE 08/2020 - INVESTMENT RELATED 8.) OREGON PACIFIC FINANCIAL ADVISORS - FINANCIAL ADVISOR/INVESTMENT ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - MEDFORD, OR - SINCE 07/2024 - INVESTMENT RELATED 9.) ETSY - SELLER - ONLINE SALES - MEDFORD, OR - SINCE 04/2018 - NOT INVESTMENT RELATED 10.) DAVE RAMSEY FINANCIAL PEACE UNIVERSITY - CLASS FACILITATOR - FINANCIAL PEACE CLASS FACILITATOR - MEDFORD, OR - SINCE 03/2025 - NOT INVESTMENT RELATED 11.) SOCIAL MEDIA UPDATES - SOCIAL MEDIA DELEGATE - UPDATED SOCIAL MEDIA PAGE FOR KARATE DOJO - ASHLAND, OR - SINCE 06/2026 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-28
S63 Uniform Securities Agent State Law Examination 2006-09-14
  • S65 Uniform Investment Adviser Law Examination
    2006-12-28
  • S63 Uniform Securities Agent State Law Examination
    2006-09-14
Designations
Other Names
  • Magen L Fong

View on SEC IAPD

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