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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-18 |
Branch Locations
1725 Cleveland Road, Wooster, OH 44691 • 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 |
|---|---|---|---|---|
| Securities Service Network, Inc | Valley City | OH | 10/2009 | 09/2020 |
| Securities America, Inc. | Avon | OH | 09/2020 | 04/2022 |
| Securities America Advisors, Inc. | Avon | OH | 09/2020 | 04/2022 |
| United Planners Financial Services | Scottsdale | AZ | 04/2022 | Present |
| John Vertal Cpa And Associates, Llc | Avon | OH | 06/2004 | Present |
| John G Vertal | Avon | OH | 01/2022 | Present |
1.) JOHN VERTAL CPA AND ASSOCIATES, LLC - OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - AVON, OH - SINCE 06/2004 - NOT INVESTMENT RELATED 2.) JOHN G VERTAL - AGENT - NON-VARIABLE INSURANCE - AVON, OH - SINCE 01/2022 - INVESTMENT RELATED 3.) COCHRELL FINANCIAL ADVISORS - SALES MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - AVON, OH - SINCE 01/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-10-24 |
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