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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-16 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
230 S. Grant Street, Fairmont, MN 56031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self/Zarling Financial & Insurance Llc (Dba Center Agency) | Fairmont | MN | 01/2006 | Present |
| Proequities, Inc | Fairmont | MN | 03/2012 | 01/2020 |
| Rta Properties Llc | Fairmont | MN | 07/2017 | Present |
| United Planners Financial Services | Scottsdale | AZ | 01/2020 | Present |
| Jeffrey T Zarling | Fairmont | MN | 01/2006 | Present |
| Full Circle Financial | Rochester | MN | 01/2021 | 09/2022 |
1.) JEFFREY T ZARLING - AGENT - INSURANCE SALES - FAIRMONT, MN - SINCE 01/2006 - INVESTMENT RELATED 2.) RTA PROPERTIES LLC - OWNER/PRESIDENT - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - FAIRMONT, MN - SINCE 07/2017 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-15 |
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