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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
TX RA APPROVED_RES 2024-09-13
AZ RA APPROVED 2021-09-24
  • TX RA
    APPROVED_RES
    Since 2024-09-13
  • AZ RA
    APPROVED
    Since 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

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
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
  • 05/2019 → Present
    United Financial Center
    Tucson, AZ
  • 05/2017 → 05/2019
    Urological Associates Of Southern Arizona
    Tucson, AZ
  • 02/2017 → 04/2017
    Don Stoker, Cpa
    Scottsdale, AZ
  • 10/2016 → 02/2017
    Arizona Museum Of Natural History
    Mesa, AZ
  • 03/2013 → 11/2016
    Rio Salado Community College
    Tempe, AZ
  • 04/2021 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 01/2020 → Present
    United Financial Center
    Tucson, AZ
  • 10/2021 → Present
    Carlee Reed
    Tucson, AZ
  • 10/2021 → Present
    Carlee Hughes
    Tucson, AZ
  • 05/2019 → Present
    United Financial Center, Llc
    Tucson, AZ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-22
  • S66 Uniform Combined State Law Examination
    2021-09-22
Other Names
  • Carlee Elizabeth Reed

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