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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2014-07-31 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1150 W. First St., Sumner, IA 50674 • United States
120 E Main St, Fairbank, IA 50629 • United States
134 W Main St, Fredericksburg, IA 50630 • United States
231 First St E, Independence, IA 50644 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Center | Independence | IA | 08/2011 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 11/2013 | Present |
| Insurance Center | Independence | IA | 08/2011 | Present |
| Sumner Rotary Organization | Sumner | IA | 05/2014 | 07/2018 |
1.) INVESTMENT CENTER - CHIEF OPERATING OFFICER - DBA NAMES FOR MARKETING PURPOSES ONLY - INDEPENDENCE, IA - SINCE 08/2011 - INVESTMENT RELATED 2.) INSURANCE CENTER - CHIEF OPERATING OFFICER, INSURANCE AGENT - NON-VARIABLE INSURANCE - INDEPENDENCE, IA - SINCE 08/2011 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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