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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
NY RA APPROVED 2025-02-21
  • NY RA
    APPROVED
    Since 2025-02-21

Branch Locations

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

New Hyde Park, NY • 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
Scf Securities, Inc. Fresno CA 07/2016 02/2025
Scf Investment Advisors, Inc. Fresno CA 07/2016 02/2025
United Planners Financial Services Scottsdale AZ 02/2025 Present
Lawrence Lee New Hyde Park NY 11/2008 Present
China Cocina Inc Corona NY 10/2025 Present
  • 07/2016 → 02/2025
    Scf Securities, Inc.
    Fresno, CA
  • 07/2016 → 02/2025
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 02/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 11/2008 → Present
    Lawrence Lee
    New Hyde Park, NY
  • 10/2025 → Present
    China Cocina Inc
    Corona, NY
Previous Registrations
  • 2016-07-21 → 2025-02-21
    Scf Investment Advisors, Inc.
    New Hyde Park, NY
    San Diego, CA
Other Businesses

1.) LAWRENCE LEE - OWNER - NON-VARIABLE INSURANCE - NEW HYDE PARK, NY - SINCE 11/2008 - INVESTMENT RELATED 2.) APEX RETIREMENT CONSULTING LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - NEW HYDE PARK, NY - SINCE 07/2016 - INVESTMENT RELATED 3.) HARMONY STAR LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - BROOKLYN, NY - SINCE 01/2017 - INVESTMENT RELATED 4.) DLJ AMERICA LLC - PART OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - NEW YORK, NY - SINCE 10/2016 - INVESTMENT RELATED 5.) 743 68 ST REALTY CORP - OWNER BY SPOUSE, BUT HELP WITH BOOKKEEPING - REAL STATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - BROOKLYN, NY - SINCE 01/2025 - NOT INVESTMENT RELATED 6.) CHINA COCINA INC - COMPUTER TECHNICIAN - RESTAURANT - CORONA, NY - SINCE 10/2025 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-11
S63 Uniform Securities Agent State Law Examination 2008-10-27
  • S66 Uniform Combined State Law Examination
    2016-07-11
  • S63 Uniform Securities Agent State Law Examination
    2008-10-27
Other Names
  • Chi Cheung Li

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