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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-06-05 |
Branch Locations
231 First St E, Independence, IA 50644 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Center | Decorah | IA | 11/2003 | Present |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 06/2020 | Present |
| Insurance Center | Decorah | IA | 08/2011 | Present |
1.) INVESTMENT CENTER - VICE PRESIDENT OF ADMINISTRATIVE OPERATIONS - DBA NAME FOR MARKETING PURPOSES ONLY - DECORAH, IA - SINCE 08/2011 - INVESTMENT RELATED 2.) INSURANCE CENTER - VICE PRESIDENT OF ADMINISTRATIVE OPERATIONS - NON-VARIABLE INSURANCE - DECORAH, IA - SINCE 08/2011 - INVESTMENT RELATED 3.) STATE OF IOWA - NOTARY PUBLIC - NOTARY - DECORAH, IA - SINCE 06/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
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