Timothy Robert Selvey

United Planners' Financial Services Of America A Limited Partner

Claim This Profile

Current Employers

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-05-15

AZ RA
APPROVED

Since 2023-05-15

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kestra Financial	Austin	TX	03/2016	10/2018
Sage Point Financial	Phoenix	AZ	10/2018	04/2022
U.S. Bancorp Investments, Inc.	Phoenix	AZ	05/2022	05/2023
United Planners Financial Services	Scottsdale	AZ	05/2023	Present

03/2016 → 10/2018

Kestra Financial

Austin, TX
10/2018 → 04/2022

Sage Point Financial

Phoenix, AZ
05/2022 → 05/2023

U.S. Bancorp Investments, Inc.

Phoenix, AZ
05/2023 → Present

United Planners Financial Services

Scottsdale, AZ

Previous Registrations

2022-05-11 → 2023-05-11

U.S. Bancorp Investments, Inc.

Saint Paul, MN

Phoenix, AZ
2018-11-14 → 2022-06-02

Woodbury Financial Services, Inc.

Oakdale, MN
2018-11-14 → 2022-06-02

Fsc Securities Corporation

Atlanta, GA
2018-11-14 → 2022-06-02

Osaic Wealth, Inc.

Scottsdale, AZ
2018-10-22 → 2022-06-02

Osaic Services, Inc.

Scottsdale, AZ
2016-05-09 → 2018-09-26

Kestra Advisory Services, Llc

Austin, TX
2016-05-09 → 2016-09-22

Kestra Investment Services, Llc

Austin, TX
2015-07-29 → 2015-11-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-28

S66 Uniform Combined State Law Examination

2015-07-28

Other Names

Tim Selvey
Timothy Selvey
Timothy Roberty Selvey

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC

MERCER GLOBAL ADVISORS INC.

LPL FINANCIAL LLC

IRONWOOD WEALTH ADVISORS, LLC

PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR

CETERA INVESTMENT ADVISERS LLC

FAITH INVESTOR SERVICES

MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER

SHAUN ELIZABETH BRACKEN

KENNETH ROY BLACKBURN

MARC ALAN NORMANN

PAUL JOSEPH SEIDMAN

JARON DAVID CARMICHAEL

HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ

MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ

LPL FINANCIAL LLC · SCOTTSDALE, AZ

IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ

PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ

CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ

FAITH INVESTOR SERVICES · Scottsdale, AZ

MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor