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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-10 |
| WA | RA | APPROVED | 2012-06-25 |
Branch Locations
1128 Finnegan Way Ste 100, Bellingham, WA 98225 • United States
8127 W. Klamath Court Ste. B, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 04/2005 | Present |
| Gies Associates, Llc | Richland | WA | 09/2009 | 10/2021 |
| Cheryl And Galen Hirss | Bellingham | WA | 02/2018 | Present |
| Cheryl And Galen Hirss | Bellingham | WA | 02/2018 | Present |
| Cheryl Hirss Llc | Bellingham | WA | 09/2020 | Present |
| Cheryl Hirss | Bellingham | WA | 04/2022 | Present |
1.) CHERYL AND GALEN HIRSS - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - BELLINGHAM, WA - SINCE 02/2018 - INVESTMENT RELATED 2.) CHERYL HIRSS LLC - OWNER - SCORP - BELLINGHAM, WA - SINCE 09/2020 - NOT INVESTMENT RELATED 3.) CHERYL HIRSS - INSURANCE AGENT - NON-VARIABLE INSURANCE - BELLINGHAM, WA - SINCE 04/2022 - INVESTMENT RELATED 4.) SAGEWATER FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - BELLINGHAM, WA - SINCE 10/2020 - INVESTMENT RELATED 5.) WHATCOM RANGERS - TREASURER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - BELLINGHAM, WA - SINCE 07/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-03 |
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