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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-10-15 |
Branch Locations
120 Vantis Suite 300, Aliso Viejo, CA 92656 • 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 Of America | Scottsdale | AZ | 10/2015 | Present |
| Waterford Condos | Austin | TX | 06/2005 | Present |
| Mdtb Llc | Aliso Viejo | CA | 01/2016 | Present |
| Steven K Timbal | Aliso Viejo | CA | 10/2015 | Present |
1.) ADVANTIS ADVISORS - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - ALISO VIEJO,CA - SINCE 06/2016 -INVESTMENT RELATED 2.) STEVEN TIMBAL - AGENT - NON-VARIABLE INSURANCE - ALISO VIEJO,CA - SINCE 10/2015 - INVESTMENT RELATED 3.) MDTB LLC - MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - ALISO VIEJO,CA - SINCE 01/2016 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-15 |
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