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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-13 |
| AZ | RA | APPROVED | 2021-09-24 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
4763 E Camp Lowell Dr, Tucson, AZ 85712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Financial Center | Tucson | AZ | 05/2019 | Present |
| Urological Associates Of Southern Arizona | Tucson | AZ | 05/2017 | 05/2019 |
| Don Stoker, Cpa | Scottsdale | AZ | 02/2017 | 04/2017 |
| Arizona Museum Of Natural History | Mesa | AZ | 10/2016 | 02/2017 |
| Rio Salado Community College | Tempe | AZ | 03/2013 | 11/2016 |
| United Planners Financial Services | Scottsdale | AZ | 04/2021 | Present |
| United Financial Center | Tucson | AZ | 01/2020 | Present |
| Carlee Reed | Tucson | AZ | 10/2021 | Present |
| Carlee Hughes | Tucson | AZ | 10/2021 | Present |
| United Financial Center, Llc | Tucson | AZ | 05/2019 | Present |
1.) UNITED FINANCIAL CENTER, LLC - TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - TUCSON, AZ - SINCE 05/2019 - NOT INVESTMENT RELATED 2.) CARLEE REED - TRUST CONSULTANT - TRUST RELATED SERVICES - TUCSON, AZ - SINCE 10/2021 - NOT INVESTMENT RELATED 3.) CARLEE HUGHES - AGENT - NON-VARIABLE INSURANCE - TUCSON, AZ - SINCE 10/2021 - INVESTMENT RELATED 4.) PIMA COMMUNITY COLLEGE - INSTRUCTOR - ADULT EDUCATION INSTRUCTOR - TUCSON, AZ - SINCE 01/2022 - NOT INVESTMENT RELATED 5.) UNITED FINANCIAL CENTER, LLC - EMPLOYEE - DBA NAME FOR MARKETING PURPOSES ONLY - TUCSON, AZ - SINCE 05/2019 - INVESTMENT RELATED 6.) CFA INSTITUTE - MEMBER - MEMBER OF GLOBAL ORGANIZATION - TUCSON, AZ - SINCE 05/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-22 |
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