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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2023-03-14 |
| TX | RA | APPROVED | 2023-03-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2015 | 03/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2016 | 03/2023 |
| United Planners Financial Services | Scottsdale | AZ | 03/2023 | Present |
| Brian Luce | Raleigh | NC | 12/2015 | Present |
1.) HEARTLAND FINANCIAL ADVISOR - OWNER & MANAGING PRINCIPAL - DBA NAME FOR MARKETING PURPOSES ONLY - RALEIGH, NC - SINCE 09/2015 - INVESTMENT RELATED 2.) BRIAN LUCE - INDEPENDENT LIFE INSURANCE AGENT - NON-VARIABLE INSURANCE - RALEIGH, NC - SINCE 12/2015 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-25 |
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