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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
WA RA APPROVED 2024-07-01
  • WA RA
    APPROVED
    Since 2024-07-01

Branch Locations

1128 Finnegan Way Ste 100, Bellingham, WA 98225 • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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
Cheryl Hirss Bellingham WA 09/2019 Present
Larson Gross Bellingham WA 10/2011 12/2017
Beyond Tanning Ferndale WA 02/2019 08/2019
Unemployed Ferndale WA 01/2018 02/2019
United Planners Financial Services Scottsdale AZ 08/2023 Present
  • 09/2019 → Present
    Cheryl Hirss
    Bellingham, WA
  • 10/2011 → 12/2017
    Larson Gross
    Bellingham, WA
  • 02/2019 → 08/2019
    Beyond Tanning
    Ferndale, WA
  • 01/2018 → 02/2019
    Unemployed
    Ferndale, WA
  • 08/2023 → Present
    United Planners Financial Services
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-29
  • S66 Uniform Combined State Law Examination
    2024-06-29
Other Names
  • Christina Marie Guthridge

View on SEC IAPD

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