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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 | 2024-05-29 |
| AZ | RA | APPROVED | 2011-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 08/2010 | Present |
| United Financial Center | Tucson | AZ | 01/2000 | Present |
| Daniel Hoefferle | Tucson | AZ | 08/2010 | Present |
| Pima Community College | Tucson | AZ | 08/2011 | Present |
1.) PIMA COMMUNITY COLLEGE - INSTRUCTOR - TEACHING ABOUT RETIREMENT - TUCSON, AZ - SINCE 08/2011 - NOT INVESTMENT RELATED 2.) DANIEL HOEFFERLE - OWNER - TRUST CONSULTANT - TUCSON, AZ - SINCE 08/2010 - NOT INVESTMENT RELATED 3.) UNITED FINANCIAL CENTER - PARTNER/EMPLOYEE - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - TUCSON, AZ - SINCE 01/2000 - INVESTMENT RELATED 4.) DANIEL HOEFFERLE - AGENT - NON-VARIABLE INSURANCE - TUCSON, AZ - SINCE 01/2011 - INVESTMENT RELATED 5.) UNITED FINANCIAL CENTER - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - TUCSON, AZ - SINCE 01/2000 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-11 |
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