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Gregory Clark Collins

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ

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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
AZ RA APPROVED 2022-04-01
  • AZ RA
    APPROVED
    Since 2022-04-01

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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
Waddell & Reed, Inc. Coeur D'ALene ID 03/2011 11/2018
Pruco Securities, Llc Spokane WA 11/2018 03/2020
The Prudential Insurance Company Of America Spokane WA 11/2018 03/2020
Penn Mutual Life Insurance Company Horsham PA 04/2020 11/2020
Horner, Townsend & Kent, Llc Horsham PA 04/2020 11/2020
Royal Alliance Associates, Inc. Bellevue WA 11/2020 03/2022
United Planners Financial Services Scottsdale AZ 03/2022 Present
  • 03/2011 → 11/2018
    Waddell & Reed, Inc.
    Coeur D'ALene, ID
  • 11/2018 → 03/2020
    Pruco Securities, Llc
    Spokane, WA
  • 11/2018 → 03/2020
    The Prudential Insurance Company Of America
    Spokane, WA
  • 04/2020 → 11/2020
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 04/2020 → 11/2020
    Horner, Townsend & Kent, Llc
    Horsham, PA
  • 11/2020 → 03/2022
    Royal Alliance Associates, Inc.
    Bellevue, WA
  • 03/2022 → Present
    United Planners Financial Services
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-22
  • S66 Uniform Combined State Law Examination
    2006-11-22
Other Names
  • Gregory Collins
  • Greg Collins

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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