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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-05-31 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
20 Tower Lane Ste. 500, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2012 | 05/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2012 | 05/2023 |
| United Planners Financial Services | Scottsdale | AZ | 05/2023 | Present |
| Charles Yannich Jr | Stonington | CT | 03/2000 | Present |
1.) CHARLES YANNICH - NOTARY - NOTARY - STONINGTON, CT - SINCE 03/2016 - NOT INVESTMENT RELATED 2.) RETIREMENT AND MONEY STRATEGIES - CO-FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - AVON, CT - SINCE 08/2012 - INVESTMENT RELATED 3.) CHARLES YANNICH JR - INSURANCE AGENT - NON-VARIABLE INSURANCE - STONINGTON, CT - SINCE 03/2000 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-04 |
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