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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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-07

Branch Locations

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

Westminster, CA • United States

17011 Beach Blvd. #900, Huntington Beach, CA 92647 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2016 10/2020
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 10/2020 Present
Cameron Rose Westminster CA 10/2016 Present
Cameron Rose - Rental Property Westminster CA 09/2019 Present
Capital Planning Group Llc Costa Mesa CA 10/2024 04/2025
Previous Registrations
  • 2024-10-03 → 2025-04-29
    Costa Mesa, CA
  • 2016-10-07 → 2020-10-07
    Huntington Beach, CA
    Westminster, CA
    St Louis, MO
    Costa Mesa, CA
    Tustin, CA
    Westminster, CA
Other Businesses

1.) CAMERON ROSE - AGENT - NON-VARIABLE INSURANCE - WESTMINSTER, CA - SINCE 10/2016 - INVESTMENT RELATED 2.) CAMERON ROSE-RENTAL PROPERTY - PROPERTY OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - WESTMINSTER, CA - SINCE 09/2019 - INVESTMENT RELATED 3.) BRIDGEPOINT FINANCIAL ADVISORS - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - WESTMINSTER, CA - SINCE 01/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-08
  • S66 Uniform Combined State Law Examination
    2016-08-08
Other Names
  • Cameron Wayne Rose
  • Cameron Rose

View on SEC IAPD

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