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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
CT RA APPROVED 2021-07-06
TX RA APPROVED_RES 2016-01-06
VA RA APPROVED 2016-01-05
  • CT RA
    APPROVED
    Since 2021-07-06
  • TX RA
    APPROVED_RES
    Since 2016-01-06
  • VA RA
    APPROVED
    Since 2016-01-05

Branch Locations

4317 Bonney Road, Virginia Beach, VA 23452 • United States

7137 E. Rancho Vista Dr. Ste. B27, Scottsdale, AZ 85251 • United States

205 Storrs Rd, Mansfield Center, CT 06250 • United States

20101 Sw Birch St Ste 130-D, Newport Beach, CA 92660 • 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
Rocket Fuel Norfolk VA 12/2014 10/2016
Yelp Inc. San Francisco CA 01/2012 10/2018
Escape Room Virginia Beach, Llc Virginia Beach VA 04/2015 02/2022
Virginia Financial Planning Virginia Beach VA 06/2011 01/2020
Virginia Beach Rental Property Virginia Beach VA 02/2014 07/2023
United Planners' Financial Services Scottsdale AZ 01/2016 Present
Virginia Financial Planning Virginia Beach VA 06/2011 01/2020
Pxp Llc Virginia Beach VA 04/2018 Present
Greenwich Partners, Llc Suffolk VA 03/2019 Present
Personal Virginia Beach VA 02/2014 07/2024
Xerxes L. Nabong Virginia Beach VA 06/2005 Present
Escape Room Virginia Peninsula Hampton VA 11/2016 03/2022
Self - Rental Property Scottsdale AZ 09/2023 12/2024
  • 12/2014 → 10/2016
    Rocket Fuel
    Norfolk, VA
  • 01/2012 → 10/2018
    Yelp Inc.
    San Francisco, CA
  • 04/2015 → 02/2022
    Escape Room Virginia Beach, Llc
    Virginia Beach, VA
  • 06/2011 → 01/2020
    Virginia Financial Planning
    Virginia Beach, VA
  • 02/2014 → 07/2023
    Virginia Beach Rental Property
    Virginia Beach, VA
  • 01/2016 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 06/2011 → 01/2020
    Virginia Financial Planning
    Virginia Beach, VA
  • 04/2018 → Present
    Pxp Llc
    Virginia Beach, VA
  • 03/2019 → Present
    Greenwich Partners, Llc
    Suffolk, VA
  • 02/2014 → 07/2024
    Personal
    Virginia Beach, VA
  • 06/2005 → Present
    Xerxes L. Nabong
    Virginia Beach, VA
  • 11/2016 → 03/2022
    Escape Room Virginia Peninsula
    Hampton, VA
  • 09/2023 → 12/2024
    Self - Rental Property
    Scottsdale, AZ
Previous Registrations
  • 2011-06-15 → 2015-12-31
    Osaic Services, Inc.
    Scottsdale, AZ
    Virginia Beach, VA
  • 2010-03-26 → 2010-08-03
    1St Global Advisors Inc
    Virginia Beach, VA
  • 2005-05-30 → 2010-04-07
    Virginia Beach, VA
    Virginia Beach, VA
Other Businesses

1.) WEALTH AVENUE - OWNER, CO-FOUNDER, WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - VIRGINIA BEACH, VA - SINCE 1/2020 - INVESTMENT RELATED 2.) PXP, LLC - OWNER - REAL ESTATE SALES/ RENTAL PROPERTIES/PROPERTY MANAGEMENT - VIRGINIA BEACH, VA - SINCE 04/2018 - INVESTMENT RELATED 3.) GREENWICH PARTNERS, LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SUFFOLK, VA - SINCE 03/2019 - INVESTMENT RELATED 4.) XERXES L. NABONG - LICENSED LIFE, HEALTH, DISABILITY. LTC INSURANCE AGENT - NON-VARIABLE INSURANCE - VIRGINIA BEACH, VA - SINCE 06/2005 - INVESTMENT RELATED 5.) RESERVOIR FINANCIAL - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - MANSFIELD CENTER, CT - SINCE 07/2021 - INVESTMENT RELATED 6.) MALINIAK & NABONG WEALTH ADVISORY SERVICES, LLC - MEMBER - PASS THROUGH FOR TAX PURPOSES - VIRGINIA BEACH, VA - SINCE 03/2010 - INVESTMENT RELATED 7.) NEWPORT BEACH CHAMBER OF COMMERCE - MEMBER-ATTEND NETWORKING EVENTS - NETWORKING EVENT WITH LOCAL CHAPTER - NEWPORT BEACH, CA - SINCE 03/2026 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-27
  • S66 Uniform Combined State Law Examination
    2005-05-27

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