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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2007-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 05/2005 | Present |
| Fortress Financial | Norman | OK | 07/2008 | Present |
| Gretchin Scott | Norman | OK | 05/2002 | Present |
1.) FORTRESS FINANCIAL - EMPLOYEE - OFFICE OF KARMAN SCOTT - ADMIN ASST - PROVIDING SUPPORT FOR INSURANCE AND FINANCAIL SERVICES - NORMAN, OK - SINCE 07/2008 2.) GRETCHIN SCOTT - AGENT - NON-VARIABLE INSURANCE - NORMAN, OK - SINCE 05/2002 - INVESTMENT RELATED 3.) NOTARY - NOTARY - NOTARY - NORMAN, OK - SINCE 05/2021 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-14 |
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