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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-02-15 |
Branch Locations
10 Liberty Street, Danvers, MA 01923 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 06/2007 | Present |
| The Retirement Financial Center | Danvers | MA | 12/2006 | Present |
| Philippe Berthoud | Danvers | MA | 01/2017 | Present |
| The Retirement Financial Center | Danvers | MA | 04/2018 | Present |
1.) PHILIPPE BERTHOUD - AGENT - NON-VARIABLE INSURANCE - DANVERS, MA - SINCE 01/2017 - INVESTMENT RELATED 2.) THE RETIREMENT FINANCIAL CENTER - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - DANVERS, MA - SINCE 04/2018 - INVESTMENT RELATED 3.) BEAR TRUCKING LLC - MANAGER - LISTED AS MANAGER IN MY WIFE'S LLC - ROWLEY, MA - SINCE 02/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-21 |
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