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Carol M. Joyce

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ

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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
AZ RA APPROVED 2024-03-08
  • AZ RA
    APPROVED
    Since 2024-03-08

Branch Locations

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
Bulman Wealth Group Roseville CA 10/2015 09/2021
Able Financial Group Llc Scottsdale AZ 09/2021 10/2021
United Planners Financial Services Scottsdale AZ 11/2021 Present
Carol Margaret Joyce Cave Creek AZ 09/2025 Present
  • 10/2015 → 09/2021
    Bulman Wealth Group
    Roseville, CA
  • 09/2021 → 10/2021
    Able Financial Group Llc
    Scottsdale, AZ
  • 11/2021 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 09/2025 → Present
    Carol Margaret Joyce
    Cave Creek, AZ
Other Businesses

1.) CAROL MARGARET JOYCE - AGENT - NON-VARIABLE INSURANCE - CAVE CREEK, AZ - SINCE 09/2025 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-28
S63 Uniform Securities Agent State Law Examination 2023-10-03
  • S66 Uniform Combined State Law Examination
    2024-02-28
  • S63 Uniform Securities Agent State Law Examination
    2023-10-03
Other Names
  • Carol Margaret King
  • Carol Margaret Joyce
  • Carol Joyce

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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