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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 | 2024-01-08 |
| CA | RA | APPROVED | 2020-04-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Lippincott Financial | Tulare | CA | 10/2003 | Present |
| Michelle Lippincott (Self Employed) | Tulare | CA | 03/2007 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 03/2015 | 04/2019 |
| Lippincott Financial & Insurance Services | Tulare | CA | 03/2015 | Present |
| Your Financial Ally | Tulare | CA | 11/2018 | 07/2023 |
| Ministry Partners Securities, Llc | Brea | CA | 04/2019 | 04/2020 |
| United Planners Financial Services Of America | Scottsdale | AZ | 04/2020 | Present |
| Michelle Valdean Lippincott | Tulare | CA | 03/2007 | Present |
| Lippincott Financial & Insurance Services | Tulare | CA | 04/2020 | Present |
1.) MICHELLE VALDEAN LIPPINCOTT - INSURANCE AGENT - NON-VARIABLE INSURANCE - TULARE, CA - SINCE 03/2007 - INVESTMENT RELATED 2.) LIPPINCOTT FINANCIAL & INSURANCE SERVICES - CO-OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - TULARE, CA - SINCE 04/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-06 |
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