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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-03-04 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
3545 West 12Th St #202, Greeley, CO 80634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 01/2016 | Present |
| Zhannetta Zaya Thompson | Greeley | CO | 06/2024 | Present |
| Masters Financial Group Inc | Greeley | CO | 11/2015 | 10/2016 |
| Masters At Lake Plaza Llc Dba Millennium Financial | Greeley | CO | 01/2016 | 12/2017 |
| Secret Shopper/Research | Greeley | CO | 03/2016 | Present |
| Business Welcomes | Greeley | CO | 06/2017 | 10/2019 |
| Sublease Arrangement (Jen) | Greeley | CO | 01/2018 | 10/2018 |
| Masters At Lake Plaza Llc Dba Millennium Financial | Greeley | CO | 01/2016 | 04/2018 |
| Sublease Arrangement (Brandi Ellis) | Greeley | CO | 10/2018 | 03/2019 |
| Sublease Arrangement (Abigail Dix) | Greeley | CO | 08/2019 | 03/2020 |
| Zaya Thompson | Greeley | CO | 03/2024 | Present |
| Sublease Arrangement (Andy) | Greeley | CO | 04/2024 | 01/2025 |
| Sublease Arrangement (Karen) | Greeley | CO | 04/2024 | 05/2025 |
| Sublease Arrangement (Michael) | Greeley | CO | 02/2025 | 02/2025 |
| Sublease Arrangement (Nathan) | Greeley | CO | 04/2025 | Present |
| Dimewise Llc | Greeley | CO | 04/2025 | Present |
| Sublease Arrangement | Greeley | CO | 04/2025 | Present |
| Zhannetta Zaya Thompson | Greeley | CO | 09/2013 | Present |
1.) ZHANNETTA ZAYA THOMPSON - REFERRING AGENT - NON-VARIABLE INSURANCE - GREELEY, CO - SINCE 06/2024 - INVESTMENT RELATED 2.) SECRET SHOPPER/RESEARCH - SHOPPER - MYSTERY SHOPPER/RESEARCH PARTICIPANT - GREELEY. CO - SINCE 03/2016 - NOT INVESTMENT RELATED 3.) MILLENNIUM FINANCIAL - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - GREELEY, CO - SINCE 09/2017 - INVESTMENT RELATED 4.) MASTERS AT LAKE PLAZA LLC - MEMBER - BANKING/TAX PURPOSES - GREELEY, CO - SINCE 01/2016 - INVESTMENT RELATED 5.) ZAYA THOMPSON - LENDER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GREELEY, CO - SINCE 03/2024 - INVESTMENT RELATED 6.) SUBLEASE ARRANGEMENT - SUBLESSOR - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GREELEY, CO - SINCE 04/2025 - INVESTMENT RELATED 7.) DIMEWISE LLC - MEMBER - FOR TAX PURPOSES - GREELEY, CO - SINCE 04/2025 - NOT INVESTMENT RELATED 8.) ZHANNETTA ZAYA THOMPSON - BROKER - NON-VARIABLE INSURANCE - GREELEY, CO - SINCE 09/2013 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-14 |
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