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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 | 2017-07-25 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
141 Stony Circle #245, Santa Rosa, CA 95401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill Securities, Inc. | Santa Rosa | CA | 10/2011 | 12/2016 |
| Securities America, Inc. | Santa Rosa | CA | 12/2016 | 07/2017 |
| Barbara Chown/Foothill Financial Group | Santa Rosa | CA | 10/2011 | 05/2025 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 07/2017 | Present |
| Meadow Corona Creek Pta | Petaluma | CA | 07/2017 | 08/2019 |
| Nancy Jean Chapin | Santa Rosa | CA | 06/2012 | Present |
1.) NANCY JEAN CHAPIN - INSURANCE AGENT - NON-VARIABLE INSURANCE - SANTA ROSA, CA - SINCE 06/2012 - INVESTMENT RELATED 2.) FOOTHILL FINANCIAL GROUP - PRINCIPAL - DBA NAME FOR MARKETING PURPOSES ONLY - SANTA ROSA, CA - SINCE 06/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-28 |
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